# How to Assign a Loan Officer

A loan officer may be assigned to loan accounts that are Pending Approval, Approved, or Active. A loan officer may be removed from a loan account and a different loan officer assigned when loan accounts are Pending Approval, Approved, or active.

The status of the loan remains the same when a loan officer is assigned.

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Use bulk loan reassignment to reassign all loan accounts from one loan officer to another.
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### **To assign a Loan Officer to a loan account**

Locate the loan account to be assigned or reassigned by navigating to it through the client or group that holds the loan account.

1. Select **Assign Loan Officer** from the action bar (it may be located under the **More** menu choice)
2. Select a loan officer from the **To loan officer** list
3. Select the **Assignment date** from the calendar pop-up.
4. Click **Submit.**

{% hint style="danger" %}
If a loan officer is already assigned to an active loan, the Assign Loan Officer choice will not be available on the action bar. To assign a different loan officer, click **x** beside the current loan officer, select the **Unassigned date** from the calendar pop-up and click **Submit.** Then follow the steps above to assign a new loan officer.
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