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:

    Business
  • customer service
  • administrative services
    Arts and Humanities
  • English language
    Engineering and Technology
  • computers and electronics
    Safety and Government
  • law and government

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
    Problem Solving
  • noticing a problem and figuring out the best way to solve it
    Social
  • understanding people's reactions
  • changing what is done based on other people's actions

Abilites:

    Verbal
  • listen and understand what people say
  • read and understand what is written
    Ideas and Logic
  • notice when problems happen
  • order or arrange things
    Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
    Attention
  • 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
    Spreadsheet software
  • Microsoft Excel
  • Rockport Integrated Excel Underwriting
    Electronic mail software
  • Microsoft Outlook

Education:

    high school diploma/GED
    bachelor's degree
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