How do they match: Loan Interviewers and Clerks

  • Branch Manager
  • Processing Manager

  • 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.

  • Calculate financial data.
  • Discuss account status or activity with customers or patrons.
  • Maintain financial or account records.
  • Monitor financial information.
  • Negotiate financial arrangements.
  • Obtain personal or financial information about customers or applicants.
  • Verify accuracy of financial or transactional data.