---
esco_uri: http://data.europa.eu/esco/skill/c35b19ad-b06f-44e8-be9f-c20c68750346
esco_label: "monitor loan portfolio"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# monitor loan portfolio — Financial Advisor

As a Financial Advisor, 'monitoring the loan portfolio' isn’t about *originating* loans – it’s about understanding how existing client debt impacts their overall financial plan and proactively addressing potential issues. Daily this means regularly reviewing client credit reports (with permission, of course!) not just at onboarding, but annually or when significant life events occur. You're looking for changes in balances, new accounts opened, late payments *across all* debts – mortgages, auto loans, student loans, even credit card debt. It’s about seeing the full picture, not just what they tell you.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
