Job Function/Industry: Financial Services & Insurance
Description: Competency model composed of education, experience, tasks, competencies and characteristics required to effectively:
- Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.
- Advise borrowers on financial status and payment methods.
- Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
Version: The basic version contains education, experience, tasks and competencies required for the occupation. The complete version adds the behaviors required for the occupation, painting a clear picture of what is expected and reducing subjectivity.
Author: DOL O*Net - this product uses the O*NET Database version 17.0, but has been improved for relevance to competency-based talent management
Last Updated: July 2011
# of Competencies Included: 30
Competencies weighted based on significance, including but not limited to:
1 - Customer and Personal Service
2 - Oral Comprehension
3 - Oral Expression
4 - Active Listening
5 - Speaking
6 - Economics and Accounting
7 - English Language
8 - Speech Clarity
9 - Reading Comprehension
10 - Judgment and Decision Making
Format: After checkout you will receive an email with a link to the competency model in PDF format.