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.
- Closer
- Licensed Loan Officer Assistant
- Loan Analyst
- Loan Clerk
- Loan Closer
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- Loan Originator
- Loan Processor
- Mortgage Broker
- Mortgage Loan Processor
- Mortgage Processor
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- Accept payment on accounts.
- Answer questions and advise customers regarding loans and transactions.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- 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.
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- Accept payment on accounts.
- Answer questions and advise customers regarding loans and transactions.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- 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 to check applicants' credit and personal references.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Establish credit limits and grant extensions of credit on overdue accounts.
- File and maintain loan records.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Present loan and repayment schedules to customers.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Schedule and conduct closings of mortgage transactions.
- Submit loan applications with recommendation for underwriting approval.
- Verify and examine information and accuracy of loan application and closing documents.
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- Arrange insurance coverage.
- Calculate financial data.
- Collect deposits, payments or fees.
- Compile data or documentation.
- Determine the value of goods or services.
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- Arrange insurance coverage.
- Calculate financial data.
- Collect deposits, payments or fees.
- Compile data or documentation.
- Determine the value of goods or services.
- Discuss account status or activity with customers or patrons.
- Interview employees, customers, or others to collect information.
- Maintain financial or account records.
- Monitor financial information.
- Negotiate financial arrangements.
- Obtain personal or financial information about customers or applicants.
- Prepare business correspondence.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Provide notifications to customers or patrons.
- Schedule appointments.
- Type documents.
- Verify accuracy of financial or transactional data.
- Disbursing Officer (Navy - Commissioned or Warrant Officer)
No information available.
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- Credit Clerk
- Disbursement Clerk
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- Mortgage Loan Closer
- Mortgage Loan Processor
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- Credit Clerk
- Disbursement Clerk
- Loan Interviewer, Mortgage
- Mortgage Clerk
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- Mortgage Loan Closer
- Mortgage Loan Processor
- Mortgage-Closing Clerk
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