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Loan specialist vs loan processor

The differences between loan specialists and loan processors 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 processor. Additionally, a loan specialist has an average salary of $43,081, which is higher than the $38,122 average annual salary of a loan processor.

The top three skills for a loan specialist include loan applications, customer service and financial statements. The most important skills for a loan processor are loan applications, customer service, and property appraisals.

Loan specialist vs loan processor overview

Loan SpecialistLoan Processor
Yearly salary$43,081$38,122
Hourly rate$20.71$18.33
Growth rate-3%-3%
Number of jobs29,04116,228
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 46%
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 processor do?

A loan processor is responsible for assisting customers with their loan requests, ensuring their eligibility, and choosing the best loan options for their needs. Loan processors carefully review loan application documents and prepare loan proposals for underwriting, analyzing the applicant's financial status and credit scores, processing repayment plans, and adhering to banking and financial regulations. A loan processor must have excellent knowledge of the banking industry and processes to provide the best loan services for the customers efficiently and accurately.

Loan specialist vs loan processor salary

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

Loan SpecialistLoan Processor
Average salary$43,081$38,122
Salary rangeBetween $26,000 And $68,000Between $28,000 And $50,000
Highest paying CityMount Laurel, NJSan Francisco, CA
Highest paying stateMarylandWest Virginia
Best paying companyFNBStanford University
Best paying industryFinanceFinance

Differences between loan specialist and loan processor education

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

Loan SpecialistLoan Processor
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 46%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan specialist vs loan processor demographics

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

Loan SpecialistLoan Processor
Average age4242
Gender ratioMale, 30.9% Female, 69.1%Male, 20.6% Female, 79.4%
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, 12.5% Unknown, 4.3% Hispanic or Latino, 17.1% Asian, 7.4% White, 58.3% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan specialist and loan processor 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 processor example responsibilities.

  • Manage a monthly pipeline averaging 100 files from origination to funding per month as a Jr. processor.
  • Review and verify documentation consistent with company policies and compliance of FNMA, FHLMC, FHA/VA, USDA guidelines.
  • Gather all documentation necessary to process mortgage loans in accordance with FNMA and credit union guidelines/requirements.
  • Disclose and re-disclose the LE's and Prelim TRID require CD.
  • Upload monthly reports to FHLMC including principal & interest reports, delinquent loans and appraisals.
  • Ensure conditions on USDA commitments are met and loan files are prepared for closing on time.
  • Show more

Loan specialist vs loan processor 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 processor skills
  • Loan Applications, 22%
  • Customer Service, 20%
  • Property Appraisals, 5%
  • Mortgage Loans, 5%
  • Credit Reports, 5%
  • FHA, 4%

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