Post job

Loan specialist vs mortgage specialist

The differences between loan specialists and mortgage specialists 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 mortgage specialist. Additionally, a loan specialist has an average salary of $43,081, which is higher than the $38,757 average annual salary of a mortgage specialist.

The top three skills for a loan specialist include loan applications, customer service and financial statements. The most important skills for a mortgage specialist are customer service, residential mortgage loans, and origination.

Loan specialist vs mortgage specialist overview

Loan SpecialistMortgage Specialist
Yearly salary$43,081$38,757
Hourly rate$20.71$18.63
Growth rate-3%-3%
Number of jobs29,04126,471
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 55%
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 mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Loan specialist vs mortgage specialist salary

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

Loan SpecialistMortgage Specialist
Average salary$43,081$38,757
Salary rangeBetween $26,000 And $68,000Between $29,000 And $51,000
Highest paying CityMount Laurel, NJOakland, CA
Highest paying stateMarylandWashington
Best paying companyFNBCiti
Best paying industryFinanceFinance

Differences between loan specialist and mortgage specialist education

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

Loan SpecialistMortgage Specialist
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan specialist vs mortgage specialist demographics

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

Loan SpecialistMortgage Specialist
Average age4242
Gender ratioMale, 30.9% Female, 69.1%Male, 39.3% Female, 60.7%
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, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan specialist and mortgage specialist 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

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Loan specialist vs mortgage specialist skills

Common loan specialist skills
  • Loan Applications, 29%
  • Customer Service, 14%
  • Financial Statements, 10%
  • Outbound Calls, 3%
  • Credit Reports, 2%
  • Mortgage Loans, 2%
Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

Browse office and administrative jobs