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Financial Operations Specialist

Finance
Financial Analysis
Financial Operations Specialist

Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

At a Glance

Financial Operations Specialist earns an average of $63,970/yr. Typical education: Bachelor's degree. Experience: 4.4–4.7 years. Top skills: Finance, Communication, Management.

Avg Annual Salary

$63,970/yr

Typical Education

Bachelor's degree

Experience

4.4–4.7 years

Job Postings

17

Parent Occupation (O*NET)

Loan Interviewers and Clerks

Median Wage

$48,950/yr

Growth (2024-34)

-2.3%

Education

High school diploma or equivalent

Skills & Requirements

Specialized Skills (16)

Finance

5.0

Auditing

5.0

Accounting

5.0

Financial Systems

4.9

Internal Controls

4.9

Accounts Receivable

4.9

Financial Data

4.9

Marketing

4.9

Collections

4.8

Sales Prospecting

4.8

Financial Institution

4.8

Balancing (Ledger/Billing)

4.8

Financial Analysis

4.8

Financial Services

4.8

Cross-Selling

4.8

Financial Statements

4.8

Common Skills (14)

Communication

5.0

Management

5.0

Customer Service

5.0

Operations

5.0

Multitasking

4.9

Organizational Skills

4.9

Coordinating

4.9

Sales

4.9

Research

4.9

Detail Oriented

4.8

Problem Solving

4.8

Planning

4.8

Stewardship

4.8

Related Specializations

Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.

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