Hard Skills
IntermediateFinancial Product KnowledgeIn-depth understanding of various student loan structures, including federal vs. private options, fixed vs. variable interest rates, and repayment terms.
AdvancedRegulatory ComplianceAdherence to financial laws and regulations such as the Truth in Lending Act (TILA), Fair Credit Reporting Act (FCRA), and Higher Education Act.
IntermediateCredit Risk AnalysisThe process of evaluating an applicant's financial history and creditworthiness to determine the level of risk in lending them funds.
IntermediateCRM Software ProficiencyTechnical skill in using Customer Relationship Management systems like Salesforce or HubSpot to track leads and borrower interactions.