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.

Other names for Loan Interviewers and Clerks: Administrative Assistant, Closer, Closing Agent, Closing Coordinator, Credit Clerk, Disbursement Clerk, Document Coordinator, Document Processor, Eligibility Clerk, Funding Specialist, Investigator, Loan Analyst, Loan Assistant, Loan Clerk, Loan Closer, Loan Coordinator, Loan Counselor, Loan Expediter, Loan Inspector, Loan Officer, Loan Originator, Loan Processing Supervisor, Loan Processor, Loan Representative, Loan Secretary, Mortgage Broker, Mortgage Clerk, Mortgage Closing Clerk, Mortgage Loan Closer, Mortgage Loan Interviewer, Mortgage Loan Officer, Mortgage Loan Processor, Mortgage Processing Clerk, Mortgage Processor, Mortgage Underwriter, Office Manager, Opener, Post Closer, Processing Manager, Processor, Production Assistant, Retail Mortgage Processor, Sales Support Specialist, Underwriter,

• Verify and examine information and accuracy of loan application and closing documents.
• Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
• Answer questions and advise customers regarding loans and transactions.
• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
• Record applications for loan and credit, loan information, and disbursements of funds, using computers.
• Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
• Present loan and repayment schedules to customers.
• Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
• Check value of customer collateral to be held as loan security.
• Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
• File and maintain loan records.
• Schedule and conduct closings of mortgage transactions.
• Accept payment on accounts.
• Submit loan applications with recommendation for underwriting approval.
• Order property insurance or mortgage insurance policies in order to ensure protection against loss on mortgaged property.
• Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
• Establish credit limits and grant extensions of credit on overdue accounts.