Loan interviewer and clerk conducting applicant interviews to gather personal and financial information, verifying details and preparing loan documents for processing and approval
Experience
Loan Interviewer and Clerk
Where you worked
Month Year to Month Year
Verified and examined information and accuracy of loan application and closing documents
Assembled and compiled documents for loan closings, including title abstracts and insurance forms
Recorded applications for loan and credit, loan information, and disbursements of funds using computers
Submitted loan applications with recommendations for underwriting approval
Contacted customers by mail, telephone, or in person regarding acceptance or rejection of applications
Filed and maintained loan records for efficient retrieval and management
Interviewed loan applicants to obtain personal and financial data and assist in completing applications
Skills
Checking & Planning
Verifying financial or transactional accuracy, Calculating financial data, Compiling data or documentation, Determining goods value
Core Skills
Preparing documentation, Obtaining personal information, Interviewing others, Monitoring financial information, Maintaining financial records, Discussing account status