Loan Officer Business Plan Template [Updated 2024]

/ 4809 0

VIII. Management Team

This Section's Contents


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Management Team Members

[Company Name]’s most valuable asset is the expertise and experience of its founder, [Founder’s Name]. [Founder’s Name] has been a certified loan officer for twenty years and has worked for several banks. His experience has given him the thorough knowledge and expertise needed to help all of his clients.

Though [Founder’s Name] is an experienced loan officer, he has never run his own company. Therefore, he will hire an experienced assistant to help him run the operations of the firm.

Hiring Plan

[Founder’s Name] will be the only loan officer for the company. He will hire an experienced assistant to help him with administrative duties. [Founder’s Name] may hire other experienced loan officers as the company grows.

Pages : 1 2 3 4 5 6 7 8 9 10