How do they match: Loan Interviewers and Clerks

  • Accept payment on accounts.
  • Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
  • Establish credit limits and grant extensions of credit on overdue accounts.
  • Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.

  • Collect deposits, payments or fees.
  • Discuss account status or activity with customers or patrons.
  • Maintain financial or account records.