How do they match: Loan Interviewers and Clerks

  • Answer questions and advise customers regarding loans and transactions.
  • Check value of customer collateral to be held as loan security.
  • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
  • Present loan and repayment schedules to customers.
  • Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.

  • Determine the value of goods or services.
  • Discuss account status or activity with customers or patrons.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.
  • Provide notifications to customers or patrons.