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Loan specialist vs loan closer

The differences between loan specialists and loan closers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a loan specialist and a loan closer. Additionally, a loan specialist has an average salary of $43,081, which is higher than the $39,093 average annual salary of a loan closer.

The top three skills for a loan specialist include loan applications, customer service and financial statements. The most important skills for a loan closer are customer service, excellent organizational, and TRID.

Loan specialist vs loan closer overview

Loan SpecialistLoan Closer
Yearly salary$43,081$39,093
Hourly rate$20.71$18.79
Growth rate-3%-3%
Number of jobs29,04111,431
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 51%
Average age4242
Years of experience44

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 closer do?

A loan closer is primarily in charge of handling and closing loan documentation, ensuring accuracy and smooth transactions. A loan closer's responsibilities revolve around liaising with clients to guarantee that they adhere to every term in the contract, preparing necessary reports and documents, monitoring payment progress, and ensuring that they have a deep understanding of the obligations under the contract. Furthermore, it is essential to maintain records of all transactions and assist clients, all while implementing the company's policies and regulations.

Loan specialist vs loan closer salary

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

Loan SpecialistLoan Closer
Average salary$43,081$39,093
Salary rangeBetween $26,000 And $68,000Between $30,000 And $50,000
Highest paying CityMount Laurel, NJBellevue, WA
Highest paying stateMarylandWashington
Best paying companyFNBTata Group
Best paying industryFinanceFinance

Differences between loan specialist and loan closer education

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

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

Loan specialist vs loan closer demographics

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

Loan SpecialistLoan Closer
Average age4242
Gender ratioMale, 30.9% Female, 69.1%Male, 22.6% Female, 77.4%
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, 12.9% Unknown, 4.3% Hispanic or Latino, 14.8% Asian, 7.0% White, 60.6% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan specialist and loan closer 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 closer example responsibilities.

  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Update files by obtaining annual and interim financial statements, renew insurance policies and UCC amendments, continuations and terminations.
  • Maintain a working knowledge of government underwriting policies pertaining to multiple programs such as VA, USDA, and FHA financing.
  • Gain knowledge of requirements establish by the FHA/VA, FNMA, FHLMC and private investors.
  • Prepare the delivery of mortgage loan documents to facilitate the processing of mortgage loan closings including TRID.
  • Prepare loan documents for retail mortgages (conventional, VA, FHA), all states in a paperless environment.
  • Show more

Loan specialist vs loan closer 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 closer skills
  • Customer Service, 24%
  • Excellent Organizational, 5%
  • TRID, 4%
  • FHA, 4%
  • Va, 4%
  • RESPA, 4%

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