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.

  • Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Record applications for loan and credit, loan information, and disbursements of funds, using computers.
  • Verify and examine information and accuracy of loan application and closing documents.

  • Interview employees, customers, or others to collect information.
  • Monitor financial information.
  • Obtain personal or financial information about customers or applicants.