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Loan services representative vs loan consultant

The differences between loan services representatives and loan consultants 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 loan consultant takes usually requires 4-6 years. Additionally, a loan consultant has an average salary of $38,876, which is higher than the $38,603 average annual salary of a loan services representative.

The top three skills for a loan services representative include customer service, loan payments and outbound calls. The most important skills for a loan consultant are loan applications, origination, and customer service.

Loan services representative vs loan consultant overview

Loan Services RepresentativeLoan Consultant
Yearly salary$38,603$38,876
Hourly rate$18.56$18.69
Growth rate-3%4%
Number of jobs85,47523,448
Job satisfaction--
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 62%
Average age4245
Years of experience46

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 loan consultant do?

A Loan Consultant specializes in assessing loan applications to ensure potential clients uphold their financial obligations. Their responsibilities include conducting interviews with applicants, reviewing and verifying documentation, and evaluating financial credit and other records. They may also answer inquiries, advise potential clients on which program suits them the best, and help them understand every procedure. Moreover, there are also instances when they must handle delinquent accounts, reach out to clients, and negotiate payment terms when necessary.

Loan services representative vs loan consultant salary

Loan services representatives and loan consultants have different pay scales, as shown below.

Loan Services RepresentativeLoan Consultant
Average salary$38,603$38,876
Salary rangeBetween $15,000 And $98,000Between $27,000 And $54,000
Highest paying CityBaltimore, MDSioux Falls, SD
Highest paying stateNew YorkSouth Dakota
Best paying companyJersey Shore State BankAccion
Best paying industryFinanceFinance

Differences between loan services representative and loan consultant education

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

Loan Services RepresentativeLoan Consultant
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan services representative vs loan consultant demographics

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

Loan Services RepresentativeLoan Consultant
Average age4245
Gender ratioMale, 26.8% Female, 73.2%Male, 57.2% Female, 42.8%
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, 9.2% Unknown, 4.6% Hispanic or Latino, 16.0% Asian, 6.4% White, 63.3% American Indian and Alaska Native, 0.5%
LGBT Percentage7%8%

Differences between loan services representative and loan consultant 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

Loan consultant example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Facilitate the entire residential loan transaction from underwriting under regulatory compliance, processing, loan origination and marketing.
  • Originate conventional, FHA, VA and PHFA mortgages, while establishing and maintaining relationships with referral sources.
  • Consult with attorneys, VA & FHA, appraisers, and construction and lending officials for loan conveyances and loan closings.
  • Validate income, assets and credit/liability documentation to support origination underwriting guidelines in addition to collection of supporting documentation.
  • Maintain a sound knowledge of investor guidelines, DU guidelines.
  • Show more

Loan services representative vs loan consultant skills

Common loan services representative skills
  • Customer Service, 24%
  • Loan Payments, 19%
  • Outbound Calls, 4%
  • Escrow Accounts, 4%
  • Mortgage Loans, 3%
  • ACH, 2%
Common loan consultant skills
  • Loan Applications, 21%
  • Origination, 11%
  • Customer Service, 9%
  • Financial Services, 6%
  • Inbound Calls, 5%
  • Business Development, 4%

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