Technical name: SAP_TR_LO_LOANS_OFFICER

The loans officer maintains direct contact with the customer throughout the term of the loan. This person is responsible for processing the loan at all stages - from the application/offer to the contract, and then on through to repayment.

The loans officer manages the current contract and business partner data. This involves monitoring whether the prerequisites for the contract have been fulfilled, and then triggering contract disbursement when the conditions have been satisfied.

This role involves the following activities:

• Business partner maintenance (create/change/display/delete)
• Entry of application data
• Decision-making
• Creation of offers
• Contract creation/rollover
• Entry of disbursements
• Correspondence processing
• Loan release (colleague or superior)
• Capital transfers