O*NET Career Intelligence

Loan Interviewers and Clerks

SOC 43-4131.00

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.

Zone 3 Office and Administrative Support

Skills

Knowledge

Job Zone

Green

Top Skills 8

Active Listening

4.1

Speaking

4.0

Reading Comprehension

3.9

Critical Thinking

3.8

Writing

3.6

Complex Problem Solving

3.5

Active Learning

3.4

Social Perceptiveness

3.4

Knowledge Areas 8

Customer and Personal Service

4.4

English Language

4.2

Clerical

3.7

Computers and Electronics

3.4

Law and Government

3.4

Mathematics

3.4

Administration and Management

2.9

Education and Training

2.9

Key Tasks

1Verify and examine information and accuracy of loan application and closing documents.

2Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

3Record applications for loan and credit, loan information, and disbursements of funds, using computers.

4Submit loan applications with recommendation for underwriting approval.

5Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

Also Known As

Closer Closing Agent Credit Clerk Disbursement Clerk Document Coordinator Document Processor Investigator Licensed Loan Officer Assistant Loan Analyst Loan Clerk