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U.S. Dept. of Labor code 43-4131.00Market Standard — pending BLS/OEWS enrichment

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.

What this job is about

Assist customers in obtaining loans by managing applications and documentation.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Verify loan application information

    Examine the accuracy of loan application and closing documents.

  2. 2

    Compile loan closing documents

    Assemble necessary documents such as title abstracts and insurance forms for loan closings.

  3. 3

    Record loan application data

    Use computers to input applications, loan information, and fund disbursements.

  4. 4

    Contact customers regarding loan status

    Communicate with customers about the acceptance or rejection of their loan applications.

  5. 5

    Schedule mortgage transaction closings

    Organize and conduct the closing process for mortgage transactions.

Tools used in this work
Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft Word

Free — no credit card required. 200 messages included.