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Loan officer vs relationship manager

The differences between loan officers and relationship managers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 4-6 years to become a loan officer, becoming a relationship manager takes usually requires 6-8 years. Additionally, a relationship manager has an average salary of $83,761, which is higher than the $45,817 average annual salary of a loan officer.

The top three skills for a loan officer include customer service, origination and loan origination. The most important skills for a relationship manager are client relationships, work ethic, and strong work ethic.

Loan officer vs relationship manager overview

Loan OfficerRelationship Manager
Yearly salary$45,817$83,761
Hourly rate$22.03$40.27
Growth rate4%5%
Number of jobs63,66372,920
Job satisfaction4.5-
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 69%
Average age4546
Years of experience68

What does a loan officer do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

What does a relationship manager do?

A relationship manager is responsible for maintaining a positive and professional relationship with customers and business partners, ensuring the highest customer satisfaction and good reputation. Relationship managers advise management on identifying business opportunities by analyzing the current market trends that would help generate revenues and increase its profitability. They connect with the marketing and sales team for product and services innovation, create compelling sales pitches, and develop customer service processes to assist customers with their inquiries and concerns efficiently.

Loan officer vs relationship manager salary

Loan officers and relationship managers have different pay scales, as shown below.

Loan OfficerRelationship Manager
Average salary$45,817$83,761
Salary rangeBetween $30,000 And $69,000Between $56,000 And $123,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkNew York
Best paying companyBangor Savings BankGoogle
Best paying industryFinanceFinance

Differences between loan officer and relationship manager education

There are a few differences between a loan officer and a relationship manager in terms of educational background:

Loan OfficerRelationship Manager
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 69%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Loan officer vs relationship manager demographics

Here are the differences between loan officers' and relationship managers' demographics:

Loan OfficerRelationship Manager
Average age4546
Gender ratioMale, 55.3% Female, 44.7%Male, 53.5% Female, 46.5%
Race ratioBlack or African American, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% American Indian and Alaska Native, 0.5%Black or African American, 3.2% Unknown, 4.4% Hispanic or Latino, 9.8% Asian, 4.1% White, 78.2% American Indian and Alaska Native, 0.2%
LGBT Percentage8%7%

Differences between loan officer and relationship manager duties and responsibilities

Loan officer example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
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Relationship manager example responsibilities.

  • Manage both general and bankruptcy FHLMC loans.
  • Demonstrate ability to manage a portfolio with a concentration in loan modifications for HAMP and FNMA.
  • Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
  • Oversee and manages all incoming and outgoing automate clearing house (ACH) transfer of electronic fund.
  • Process annuities, insurance policies, office bills, manage correspondence, and maintain require files and accounts.
  • Manage the west coast territory to research and analyze which healthcare facilities would benefit from the services offer.
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Loan officer vs relationship manager skills

Common loan officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 4%
Common relationship manager skills
  • Client Relationships, 11%
  • Work Ethic, 10%
  • Strong Work Ethic, 10%
  • Financial Services, 9%
  • Taking Care, 5%
  • Customer Service, 5%

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