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TASK
Loan Interviewers and Clerks
ID
work_office_admin/loan_interviewers_and_clerks
Type
TASK
Children
18
Child Nodes (18)
ATOMIC
Verify and examine information and accuracy of loan application and closing documents.
ATOMIC
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
ATOMIC
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
ATOMIC
Submit loan applications with recommendation for underwriting approval.
ATOMIC
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
ATOMIC
File and maintain loan records.
ATOMIC
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
ATOMIC
Check value of customer collateral to be held as loan security.
ATOMIC
Interview loan applicants to obtain personal and financial data and to assist in completing applications.
ATOMIC
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
ATOMIC
Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
ATOMIC
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
ATOMIC
Answer questions and advise customers regarding loans and transactions.
ATOMIC
Present loan and repayment schedules to customers.
ATOMIC
Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
ATOMIC
Accept payment on accounts.
ATOMIC
Schedule and conduct closings of mortgage transactions.
ATOMIC