Post job

Loan specialist vs loan analyst

The differences between loan specialists and loan analysts 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 specialist, becoming a loan analyst takes usually requires 4-6 years. Additionally, a loan specialist has an average salary of $43,081, which is higher than the $37,857 average annual salary of a loan analyst.

The top three skills for a loan specialist include loan applications, customer service and financial statements. The most important skills for a loan analyst are loan documentation, customer service, and real estate.

Loan specialist vs loan analyst overview

Loan SpecialistLoan Analyst
Yearly salary$43,081$37,857
Hourly rate$20.71$18.20
Growth rate-3%4%
Number of jobs29,04124,756
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 66%
Average age4245
Years of experience46

What does a loan specialist do?

A loan specialist is in charge of processing loans to make transactions easier for the clients. They usually work in banks, lending firms, and other financial institutions. One of their primary responsibilities is to guide clients to understand what program works best for them, assist in filling out forms, gathering requirements, and verifying authenticity. There are also instances where a loan specialist must discern whether a client can uphold financial obligations using the information collected. Furthermore, it is also their responsibility to produce and submit reports to creditors or lenders.

What does a loan analyst do?

A loan analyst is responsible for determining the eligibility of loan applicants in purchasing loan services by analyzing their application documents, account statements, and financial and credit status. Loan analysts evaluate loan agreements and payment plans and explain feasibility to the customers and loan officers before granting the loan. They also provide loan options and alternatives to the clients according to their needs and risk limitations. A loan analyst must have excellent knowledge of the loan and financial industry, especially in handling credit policies and loan processes and ensuring timely submission of reports.

Loan specialist vs loan analyst salary

Loan specialists and loan analysts have different pay scales, as shown below.

Loan SpecialistLoan Analyst
Average salary$43,081$37,857
Salary rangeBetween $26,000 And $68,000Between $24,000 And $58,000
Highest paying CityMount Laurel, NJRaleigh, NC
Highest paying stateMarylandSouth Dakota
Best paying companyFNBBarclays
Best paying industryFinanceFinance

Differences between loan specialist and loan analyst education

There are a few differences between a loan specialist and a loan analyst in terms of educational background:

Loan SpecialistLoan Analyst
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan specialist vs loan analyst demographics

Here are the differences between loan specialists' and loan analysts' demographics:

Loan SpecialistLoan Analyst
Average age4245
Gender ratioMale, 30.9% Female, 69.1%Male, 43.2% Female, 56.8%
Race ratioBlack or African American, 12.7% Unknown, 4.3% Hispanic or Latino, 16.7% Asian, 7.3% White, 58.6% American Indian and Alaska Native, 0.4%Black or African American, 9.2% Unknown, 4.6% Hispanic or Latino, 15.9% Asian, 6.4% White, 63.4% American Indian and Alaska Native, 0.5%
LGBT Percentage7%8%

Differences between loan specialist and loan analyst duties and responsibilities

Loan specialist example responsibilities.

  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Follow FHA investor guidelines regarding requirements necessary for opening file.
  • Order new and replacement ATM and debit cards.
  • Prepare loan documentation for lines of credit, letters of credit, automobile loans, and UCC secure loans.
  • Order various loan documentation and searches to include title, flood, UCC, insurance, regulatory language, property insurance.
  • Perform notary services for customers.
  • Show more

Loan analyst example responsibilities.

  • Innovate technical solutions, including development of complex macros within MSP, to automate work and reduce manual processes
  • Prepare and remit quarterly / semi-annual USDA reporting
  • Communicate with FHA, VA, FNMA and FHLMC investors for any missing documents that are not include at closing.
  • Review government loan's documents including FHA & VA loans, and approves or suspends the loans after the underwriter decision.
  • Contact correspondent lenders for any missing documents and request correction of documents when necessary.
  • Select to participate in company management as a critical member of loan origination process improvement team.
  • Show more

Loan specialist vs loan analyst skills

Common loan specialist skills
  • Loan Applications, 29%
  • Customer Service, 14%
  • Financial Statements, 10%
  • Outbound Calls, 3%
  • Credit Reports, 2%
  • Mortgage Loans, 2%
Common loan analyst skills
  • Loan Documentation, 13%
  • Customer Service, 12%
  • Real Estate, 9%
  • Financial Statements, 9%
  • Loan Portfolio, 4%
  • Data Entry, 4%

Browse office and administrative jobs