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Loan Interviewers and Clerks

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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.

Key Competencies
* Attention to Detail
* Integrity
* Dependability
* Cooperation
* Initiative
* Self Control
* Stress Tolerance
* Persistence
* Independence
* Adaptability/Flexibility

Representative Tasks
* Verify and examine information and accuracy of loan application and closing documents.
* Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
* Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

Industry
Finance and Insurance

Job Family
Office and Administrative Support

Sample Job Titles
Closer, Closing Agent, Credit Clerk, Disbursement Clerk, Document Coordinator, Document Processor, Investigator, Licensed Loan Officer Assistant, Loan Analyst, Loan Clerk, Loan Closer, Loan Documentation Specialist, Loan Expeditor, Loan Inspector, Loan Interviewer, Loan Originator, Loan Processor, Loan Secretary, Mortgage Broker, Mortgage Clerk, Mortgage Closing Clerk, Mortgage Loan Assistant, Mortgage Loan Interviewer, Mortgage Loan Processing Clerk, Mortgage Loan Processor, Mortgage Processing Clerk, Mortgage Processor, Post Closer, Processing Manager, Underwriter.