How do they match: Loan Interviewers and Clerks

  • Licensed Loan Officer Assistant
  • Loan Officer
  • Mortgage Loan Officer

  • Accept payment on accounts.
  • Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
  • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
  • 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.
  • Obtain personal or financial information about customers or applicants.