How To Assign a Loan Officer
A loan officer may be assigned to loan accounts that are Pending Approval, Approved, or Active. A loan officer may be removed from a loan account and a different loan officer assigned when loan accounts are Pending Approval, Approved, or active.
The status of the loan remains the same when a loan officer is assigned.
Use bulk loan reassignment to reassign all loan accounts from one loan officer to another.
To assign a Loan Officer to a loan account
Locate the loan account to be assigned or reassigned by navigating to it through the client or group that holds the loan account.
- Select Assign Loan Officer from the action bar (it may be located under the More menu choice)
- Select a loan officer from the To loan officer list
- Select the Assignment date from the calendar pop-up.
- Click Submit.
If a loan officer is already assigned to an active loan, the Assign Loan Officer choice will not be available on the action bar. To assign a different loan officer, click x beside the current loan officer, select the Unassigned date from the calendar pop-up and click Submit. Then follow the steps above to assign a new loan officer.
