How do they match: Loan Interviewers and Clerks

  • Accept payment on accounts.
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
  • Establish credit limits and grant extensions of credit on overdue accounts.
  • 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.