Loan Officer User Role

The Loan Officer role is designed for lenders at the financial institution.

The user has access rights to price loans and can view relationships and module-specific assumptions. The Loan Officer role does not include access to the current expected credit losses (CECL) module or platform-specific assumptions or the ability to create and disseminate standard reports.

Typically, this role is granted to Financial Performance Suite (FPS) users who are responsible for generating loans and managing the loan pipeline, such as loan offices and credit analysts.

The access rights associated with this role include, but are not limited to the following:

• Pricing loans
• Viewing key assumptions for pertinent business modules