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Mortgage loan specialist vs loan officer

The differences between mortgage loan specialists and loan officers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a mortgage loan specialist, becoming a loan officer takes usually requires 4-6 years. Additionally, a loan officer has an average salary of $45,817, which is higher than the $41,186 average annual salary of a mortgage loan specialist.

The top three skills for a mortgage loan specialist include customer service, FHA and escrow accounts. The most important skills for a loan officer are customer service, origination, and loan origination.

Mortgage loan specialist vs loan officer overview

Mortgage Loan SpecialistLoan Officer
Yearly salary$41,186$45,817
Hourly rate$19.80$22.03
Growth rate-3%4%
Number of jobs33,70463,663
Job satisfaction-4.5
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 61%
Average age4245
Years of experience46

What does a mortgage loan specialist do?

Also called a loan officer, a mortgage loan specialist assists clients in finding the appropriate financial aid for homes and other properties. Mortgage loan specialists look for new applicants, secure the right loans, assist with the documentation, and supervise the financing process. They collect and review the financial information of their clients for loan grant eligibility. It is important that they develop skills in financial processes, customer service, time management, and communication.

What does a loan officer do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

Mortgage loan specialist vs loan officer salary

Mortgage loan specialists and loan officers have different pay scales, as shown below.

Mortgage Loan SpecialistLoan Officer
Average salary$41,186$45,817
Salary rangeBetween $27,000 And $62,000Between $30,000 And $69,000
Highest paying CityUniondale, NYNew York, NY
Highest paying stateWest VirginiaNew York
Best paying companyThe PNC Financial Services GroupBangor Savings Bank
Best paying industryFinanceFinance

Differences between mortgage loan specialist and loan officer education

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

Mortgage Loan SpecialistLoan Officer
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Mortgage loan specialist vs loan officer demographics

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

Mortgage Loan SpecialistLoan Officer
Average age4245
Gender ratioMale, 33.9% Female, 66.1%Male, 55.3% Female, 44.7%
Race ratioBlack or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.4% Asian, 7.7% White, 59.7% American Indian and Alaska Native, 0.4%Black or African American, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% American Indian and Alaska Native, 0.5%
LGBT Percentage7%8%

Differences between mortgage loan specialist and loan officer duties and responsibilities

Mortgage loan specialist example responsibilities.

  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Investigate and resolve, borrower complaints, inquiries and disputes in accordance with RESPA establish procedures.
  • Clear post-closing FHA and VA deficiency items to ensure loans meet federal loan guidelines and ensure they are salable.
  • Process FHA and VA loan information, post-closing, ensure that initial payments receive were forward to the proper department.
  • Respond to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner.
  • Determine loan DU eligibility and submit files to underwriting department.

Loan officer example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
  • Show more

Mortgage loan specialist vs loan officer skills

Common mortgage loan specialist skills
  • Customer Service, 21%
  • FHA, 8%
  • Escrow Accounts, 5%
  • Underwriting Approval, 5%
  • Loan Process, 4%
  • Credit Reports, 4%
Common loan officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 4%

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