How do they match: Loan Interviewers and Clerks

  • Document Coordinator
  • Document Processor
  • Loan Documentation Specialist

  • 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.

  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Verify and examine information and accuracy of loan application and closing documents.

  • Compile data or documentation.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Type documents.