How do they match: Loan Interviewers and Clerks

  • Administrative Assistant
  • Licensed Loan Officer Assistant
  • Loan Officer
  • Loan Assistant
  • Mortgage Loan Officer
  • Mortgage Loan Assistant
  • Production Assistant

  • Accept payment on accounts.
  • Establish credit limits and grant extensions of credit on overdue accounts.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.
  • Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.

  • Discuss account status or activity with customers or patrons.
  • Maintain financial or account records.