Loan Advisory Specialist Overview

Required Education and Training To Become a Loan Advisory Specialist

Best Schools to become a Loan Advisory Specialist in U.S. 2024

University of Phoenix-Arizona

Phoenix, AZ

In-State Tuition:$9,552
Out-of-State Tuition:$9,552
Admission Rate:N/A
Graduation Rate:18%
Total Enrollment:88,891

Southern New Hampshire University

Manchester, NH

In-State Tuition:$15,000
Out-of-State Tuition:$15,000
Admission Rate:96%
Graduation Rate:41%
Total Enrollment:164,091

Western Governors University

Salt Lake City, UT

In-State Tuition:$7,404
Out-of-State Tuition:$7,404
Admission Rate:N/A
Graduation Rate:49%
Total Enrollment:156,935

Colorado Technical University-Colorado Springs

Colorado Springs, CO

In-State Tuition:$12,036
Out-of-State Tuition:$12,036
Admission Rate:N/A
Graduation Rate:20%
Total Enrollment:24,808

Grand Canyon University

Phoenix, AZ

In-State Tuition:$16,407
Out-of-State Tuition:$16,407
Admission Rate:78%
Graduation Rate:45%
Total Enrollment:101,816

Liberty University

Lynchburg, VA

In-State Tuition:$15,467
Out-of-State Tuition:$15,467
Admission Rate:99%
Graduation Rate:66%
Total Enrollment:96,709
Loan Advisory Specialist Job Description:
  • Advise and educate individuals or organizations on acquiring and managing debt.
  • May provide guidance in determining the best type of loan and explain loan requirements or restrictions.
  • May help develop debt management plans or student financial aid packages.
  • May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

Required Skills and Competencies To Become a Loan Advisory Specialist

Job Duties for Loan Advisory Specialists

  • Calculate clients' available monthly income to meet debt obligations.

  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.

  • Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.

Technologies and Skills Used by Loan Advisory Specialists

Data base user interface and query software

  • CoreLogic DebtorTrace
  • Microsoft Access

Financial analysis software

  • Freddie Mac Loan Prospector
  • Prime Debt Software Credit Repair

Presentation software

  • Microsoft PowerPoint

Basic Skills

  • Listening to others, not interrupting, and asking good questions
  • Talking to others

Problem Solving

  • Noticing a problem and figuring out the best way to solve it

Social

  • Looking for ways to help people
  • Talking people into changing their minds or their behavior

Current Job Market and Opportunites for a Loan Advisory Specialist

Additional Resources To Help You Become a Loan Advisory Specialist

FAQs About Becoming a Loan Advisory Specialist