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.

Primary Directive

Assist customers in obtaining loans by managing applications and documentation.

Execution Steps

1
Verify loan application information
Examine the accuracy of loan application and closing documents.
2
Compile loan closing documents
Assemble necessary documents such as title abstracts and insurance forms for loan closings.
3
Record loan application data
Use computers to input applications, loan information, and fund disbursements.
4
Contact customers regarding loan status
Communicate with customers about the acceptance or rejection of their loan applications.
5
Schedule mortgage transaction closings
Organize and conduct the closing process for mortgage transactions.

Toolbox Requirements

Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft Word

Free — no credit card required. 200 messages included.