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Career Guidance Skills assisting and caring S3.4 - providing information and support to the public and clients S3.4.3 - assisting people with paperwork Assist in loan applications
Description
Assist clients with filling out and managing their applications for loans by providing them with practical assistance, such as provision of relevant documentation and instruction on the process, and other advice such as any arguments they could bring forward to the lending organisation in order to secure the loan.
Occupations requiring this skill
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Skill demand overview
- Essential in 1 occupations
- Optional in 7 occupations
- Total: 8 occupations
- Most common in: ISCO major group 3 (Technicians and associate professionals)
Essential for
- Student financial support coordinatorStudent financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts an…
Optional for
- Financial plannerA financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
- Mortgage brokerA mortgage broker, or a mortgage credit intermediary, is a natural or legal person who is not acting as a creditor or notary and not merely introducing, either directly…
- Loan officerLoan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
- Real estate agentReal estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
- Property assistantProperty assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise the…
- Relationship banking managerRelationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …
- Insurance underwriterInsurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…
Related skills
- Obtain financial information
- Create a financial plan
- Customer service
- Provide support in financial calculation
- Protect client interests
- Business loans
- Examine credit ratings
- Mortgage loans
- Analyse financial risk
- Property law
- Consult credit score
- Collect property financial information
Last updated on February 18, 2026
