How do they match: Loan Interviewers and Clerks

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

  • Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.

  • Prepare business correspondence.
  • Prepare documentation for contracts, transactions, or regulatory compliance.