Loan Interviewers and Clerks

01

Verify and examine information and accuracy of loan application and closing documents.

02

Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

03

Record applications for loan and credit, loan information, and disbursements of funds, using computers.

04

Submit loan applications with recommendation for underwriting approval.

05

Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

06

File and maintain loan records.

07

Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.

08

Check value of customer collateral to be held as loan security.

09

Interview loan applicants to obtain personal and financial data and to assist in completing applications.

10

Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.