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.
8
Skills
8
Knowledge
3
Job Zone
No
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
Tools & Equipment
Computer inkjet printers
Copy machines
Document scanners
Laptop computers
Laser facsimile machines
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