Loan Interviewers and Clerks

A typical week, in the words of people in the job

1. 01Answer questions and advise customers regarding loans and transactions.
2. 02Accept payment on accounts.
3. 03Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
4. 04Verify and examine information and accuracy of loan application and closing documents.
5. 05Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
6. 06Present loan and repayment schedules to customers.
7. 07Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
8. 08Schedule and conduct closings of mortgage transactions.
9. 09Interview loan applicants to obtain personal and financial data and to assist in completing applications.
10. 10Record applications for loan and credit, loan information, and disbursements of funds, using computers.
11. 11Check value of customer collateral to be held as loan security.
12. 12Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

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