Meet with customers to determine their needs and recommend the right loan products to help meet their goals Maintain an active knowledge base of all of the organizations loan products and an understanding of the qualifications required of each applicant Identify and recommend products that meets the customers needs and the organizations lending guidelines Review active loan files each day to determine if any documents are missing or what can be done to help the process along Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.