Using pivot tables to check up on your loan officers

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Using pivot tables to check up on your loan officers
by Linda Westfall
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Use pivot tables in Excel to allow you to compare loans originated by different loan officers. Take the loan file data you've gotten from your data processor and create a table shows, for every loan officer, the total number of loans they originated, the average origination amount, the maximum rate, the lowest rate, and the average rate. At the bottom, you can do totals. Look for anything that may indicate a loan officer is discriminating on a prohibited basis.

First published on BankersOnline.com 4/30/01

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