How do they match: Loan Interviewers and Clerks

  • 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.

  • Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.

  • Obtain personal or financial information about customers or applicants.