Loan Interviewers & 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.
Also called: Licensed Loan Officer Assistant, Loan Analyst, Loan Processor, Mortgage Loan Processor
Knowledge:
- customer service
- administrative services
Engineering and Technology
- computers and electronics
Skills:
- listening to others, not interrupting, and asking good questions
- talking to others
- noticing a problem and figuring out the best way to solve it
- understanding people's reactions
- changing what is done based on other people's actions
Abilites:
- listen and understand what people say
- read and understand what is written
- notice when problems happen
- order or arrange things
- choose the right type of math to solve a problem
- add, subtract, multiply, or divide
- pay attention to something without being distracted
Personality:
Description: People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need
- Attention to Detail
- Integrity
- Dependability
- Cooperation
- Initiative
- Self Control
Technology:
Financial analysis software
- Credit reporting software
- Lending software systems
- Microsoft Excel
- Rockport Integrated Excel Underwriting
