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Loan services representative vs customer service representative

The differences between loan services representatives and customer service representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a loan services representative, becoming a customer service representative takes usually requires 6-12 months. Additionally, a loan services representative has an average salary of $38,603, which is higher than the $32,260 average annual salary of a customer service representative.

The top three skills for a loan services representative include customer service, loan payments and outbound calls. The most important skills for a customer service representative are cleanliness, POS, and data entry.

Loan services representative vs customer service representative overview

Loan Services RepresentativeCustomer Service Representative
Yearly salary$38,603$32,260
Hourly rate$18.56$15.51
Growth rate-3%-4%
Number of jobs85,475209,515
Job satisfaction-4
Most common degreeBachelor's Degree, 47%High School Diploma, 33%
Average age4240
Years of experience412

What does a loan services representative do?

A loan service representative is responsible for communicating and interacting with clients and serves as a back-up or reliever in a company. They are the first person that the client must go through if they want to apply for a loan. Loan representatives monitor and ensure that all data and information is properly documented using a loan processing system. Also, they are the ones who inspect and verify if a company is complying with the transaction rules as well as the loan procedures and regulations.

What does a customer service representative do?

Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

Loan services representative vs customer service representative salary

Loan services representatives and customer service representatives have different pay scales, as shown below.

Loan Services RepresentativeCustomer Service Representative
Average salary$38,603$32,260
Salary rangeBetween $15,000 And $98,000Between $25,000 And $41,000
Highest paying CityBaltimore, MDDes Moines, WA
Highest paying stateNew YorkWashington
Best paying companyJersey Shore State BankOracle
Best paying industryFinanceInsurance

Differences between loan services representative and customer service representative education

There are a few differences between a loan services representative and a customer service representative in terms of educational background:

Loan Services RepresentativeCustomer Service Representative
Most common degreeBachelor's Degree, 47%High School Diploma, 33%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Loan services representative vs customer service representative demographics

Here are the differences between loan services representatives' and customer service representatives' demographics:

Loan Services RepresentativeCustomer Service Representative
Average age4240
Gender ratioMale, 26.8% Female, 73.2%Male, 30.5% Female, 69.5%
Race ratioBlack or African American, 11.7% Unknown, 4.4% Hispanic or Latino, 17.0% Asian, 7.1% White, 59.4% American Indian and Alaska Native, 0.4%Black or African American, 11.6% Unknown, 5.2% Hispanic or Latino, 21.2% Asian, 6.3% White, 55.0% American Indian and Alaska Native, 0.7%
LGBT Percentage7%7%

Differences between loan services representative and customer service representative duties and responsibilities

Loan services representative example responsibilities.

  • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
  • Track, compile, and send HUD and VA binders off to respective government agency.
  • Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
  • Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
  • Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
  • Provide internal and external customers with require foreclosure documents while meeting require deadlines.
  • Show more

Customer service representative example responsibilities.

  • Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
  • Maintain cleanliness and safety and assist patients as necessary.
  • Operate POS system and maintain exceptional and consistent customer service.
  • Exercise proofreading and basic math skills to maintain quality control over documents process
  • Work in customer service department entering information into customer relationship management (CRM).
  • Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.
  • Show more

Loan services representative vs customer service representative skills

Common loan services representative skills
  • Customer Service, 24%
  • Loan Payments, 19%
  • Outbound Calls, 4%
  • Escrow Accounts, 4%
  • Mortgage Loans, 3%
  • ACH, 2%
Common customer service representative skills
  • Cleanliness, 10%
  • POS, 7%
  • Data Entry, 6%
  • Sales Floor, 6%
  • Customer Service, 5%
  • Home Health, 5%

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