How do they match: Loan Interviewers and Clerks

  • Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
  • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.
  • 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.
  • Submit loan applications with recommendation for underwriting approval.
  • Verify and examine information and accuracy of loan application and closing documents.