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Loan Officers and Counselors

Experience, Skills, and Personality Traits

Any previous experience in the banking or financial services industries will be useful for aspiring loan officers and counselors.

In the banking business, the ability to get along well with others is essential. You should be able to show tact and convey a feeling of understanding and confidence. Honesty is perhaps the most important qualification for this job. Loan officers and counselors have access to confidential financial information about the individuals and business concerns associated with their institutions. Therefore, if you are interested in this career, you must have a high degree of personal integrity. Other important traits include financial acumen, a detail-oriented personality, the ability to work well with others, and strong communication skills.