2. Responsibilities of a home loan counselor
A home loan counsellor provides guidance to prospective loan
applicants who have problems qualifying for traditional loans.
Guidance may include the best type of loan and explaining
loan requirements or restrictions.
Trainings by Vidya Bhagwat
3. Essential skills of a home loan counselor
•
•
•
•
•
•
•
Active Listening
Critical Thinking
Speaking
Reading Comprehension
Social Perceptiveness
Coordination
Writing
Trainings by Vidya Bhagwat
4. Essential skills of a home loan counselor
•
•
•
•
•
•
•
•
Judgment and Decision Making
Time Management
Active Learning
Learning Strategies
Instructing
Service Orientation
Complex Problem Solving
Monitoring
Trainings by Vidya Bhagwat
5. Essential skills of a home loan counselor
•
•
•
•
•
•
•
•
Mathematics
Persuasion
Negotiation
Management of Personnel Resources
Systems Analysis
Systems Evaluation
Operations Analysis
Operation Monitoring
Trainings by Vidya Bhagwat
6. Knowledge required by a home loan counselor
•
•
•
•
•
•
•
Customer and Personal Service
English Language
Clerical
Mathematics
Administration and Management
Law and Government
Sales and Marketing
Trainings by Vidya Bhagwat
7. Knowledge required by a home loan counselor
•
•
•
•
•
•
•
Education and Training
Psychology
Economics and Accounting
Public Safety and Security
Production and Processing
Personnel and Human Resources
Fine Arts
Trainings by Vidya Bhagwat
8. Work Styles a home loan counselor needs to
follow
•
•
•
•
•
•
•
Integrity
Stress Tolerance
Adaptability/Flexibility
Initiative
Cooperation
Dependability
Concern for Others
Trainings by Vidya Bhagwat
9. Work Styles a home loan counselor needs to
follow
•
•
•
•
•
•
•
•
•
Attention to Detail
Social Orientation
Self Control
Analytical Thinking
Achievement/Effort
Persistence
Innovation
Independence
Leadership
Trainings by Vidya Bhagwat
10. Assignments
1. Prepare a checklist of all the skills and areas of knowledge
mentioned above and analyse what you possess and what
you want to possess.
2. Other than the skills mentioned above, what other skills do
you think is required to be a successful home loan counsellor.
3. Enact a situation where in a customer comes in with a home
loan problem. How would you counsel somebody who has
not been provided a loan by the bank?
Trainings by Vidya Bhagwat
