Industry/Career Cluster: Business/Finance
Career(s) Explored: Underwriter, Loan Agent
Credential Requirements: Bachelor's Degree in Accounting/Finance/Business Administration
Salary Expectations: $45,000 - $78,000
# Of Volunteers Needed: 1-2
# of Tables Required: 1
Is Electricity Required: No
Materials Needed:
fake loan requests
loan amount cards
possible Q+A answers based on loan requests
Tell students they work as an underwriter
Tell student(s) that a client is interested in obtaining a loan through x company, but the student must determine if providing the loan is logical and beneficial.
Provide student with fake loan requested containing information such as: reason for loan, amount requested, already considered risks
Encourage students to think if all aspects have been considered (offer leading questions to ask related to answers printed on pre-made sheet)
Allow student to determine if the loan can be approved
Based on students' answers discuss correct or incorrect answers and provide reasons to allow students to understand.