Occupation information for Loan Interviewers and Clerks District Of Columbia

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Typical education needed for entry: High school diploma or equivalent

Typical work experience needed for a job in this occupation: No work experience

Typical on-the-job training once you have a job in this occupation: Less than 1 month on-the-job training

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• Verify and examine information and accuracy of loan application and closing documents.
• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
• Record applications for loan and credit, loan information, and disbursements of funds, using computers.
• Submit loan applications with recommendation for underwriting approval.
• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
• File and maintain loan records.
• Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
• Check value of customer collateral to be held as loan security.
• Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
• Interview loan applicants to obtain personal and financial data and to assist in completing applications.

Tools:

• Inkjet printers
• Laser fax machine
• Notebook computers
• Personal computers
• Photocopiers

Technology:

• Accounting software
• Customer relationship management CRM software
• Financial analysis software
• Operating system software
• Spreadsheet software

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