Earn a high school diploma or GED
Complete a bachelor’s degree if preferred by employers
Take courses in finance, business, economics, or real estate
Learn mortgage lending laws and regulations
Gain customer service and sales experience
Apply for entry-level positions in banking or lending
Complete any required pre-licensing education
Pass the required loan officer licensing exam, if applicable
Register with the Nationwide Multistate Licensing System and Registry, if required
Pass a background check and credit check
Obtain state-specific licenses or certifications, if required
Develop strong communication and analytical skills
Build knowledge of loan products and underwriting standards
Network with lenders, banks, and mortgage companies
Maintain continuing education and renew licenses as required