- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job Description: 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.
Loan Interviewers and Clerks spend a lot of their time Processing Information. They are naturally good at Oral Comprehension, Speech Recognition, Oral Expression, and Written Comprehension. Loan Interviewers and Clerks are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Customer and Personal Service, Mathematics, and Clerical and are skilled at Reading Comprehension and Speaking.
Work Activities
Processing Information
Updating and Using Relevant Knowledge
Making Decisions and Solving Problems
Identifying Objects, Actions, and Events
Communicating with Persons Outside Organization
Organizing, Planning, and Prioritizing Work
Performing for or Working Directly with the Public
Getting Information
Interpreting the Meaning of Information for Others
Establishing and Maintaining Interpersonal Relationships
Communicating with Supervisors, Peers, or Subordinates
Documenting/Recording Information
Interacting With Computers
Evaluating Information to Determine Compliance with Standards
Analyzing Data or Information
Resolving Conflicts and Negotiating with Others
Thinking Creatively
Monitor Processes, Materials, or Surroundings
Performing Administrative Activities
Judging the Qualities of Things, Services, or People
Coordinating the Work and Activities of Others
Developing Objectives and Strategies
Coaching and Developing Others
Selling or Influencing Others
Assisting and Caring for Others
Developing and Building Teams
Guiding, Directing, and Motivating Subordinates
Training and Teaching Others
Provide Consultation and Advice to Others
Scheduling Work and Activities
Monitoring and Controlling Resources
Inspecting Equipment, Structures, or Material
Handling and Moving Objects
Estimating the Quantifiable Characteristics of Products, Events, or Information
Controlling Machines and Processes
Abilities
Oral Comprehension
Speech Recognition
Oral Expression
Written Comprehension
Near Vision
Deductive Reasoning
Written Expression
Information Ordering
Problem Sensitivity
Category Flexibility
Inductive Reasoning
Number Facility
Mathematical Reasoning
Speech Clarity
Fluency of Ideas
Flexibility of Closure
Finger Dexterity
Originality
Speed of Closure
Selective Attention
Far Vision
Memorization
Perceptual Speed
Visualization
Auditory Attention
Time Sharing
Hearing Sensitivity
Visual Color Discrimination
Trunk Strength
Interests
Conventional
Enterprising
Social
Realistic
Investigative
Artistic
Knowledge
Customer and Personal Service
Mathematics
Clerical
English Language
Economics and Accounting
Law and Government
Administration and Management
Education and Training
Sales and Marketing
Computers and Electronics
Psychology
Communications and Media
Mechanical
Building and Construction
Production and Processing
Personnel and Human Resources
Geography
Public Safety and Security
Transportation
Telecommunications
Wages
California
$40,030
Connecticut
$40,010
Massachusetts
$39,990
New Jersey
$37,840
Maryland
$37,600
Texas
$37,110
New York
$36,790
Delaware
$36,510
District of Columbia
$36,430
Alaska
$36,200
Illinois
$36,160
Washington
$36,050
Colorado
$35,680
Minnesota
$35,670
Arizona
$35,660
Hawaii
$35,620
Virginia
$35,060
Oregon
$34,730
New Hampshire
$34,100
Florida
$34,000
Pennsylvania
$32,850
Ohio
$32,820
Nevada
$32,770
North Carolina
$32,380
Nebraska
$32,350
Georgia
$32,040
Iowa
$31,930
North Dakota
$31,910
Wisconsin
$31,780
South Carolina
$31,580
Michigan
$31,460
Rhode Island
$31,420
West Virginia
$31,040
Missouri
$30,420
Indiana
$30,290
Utah
$30,220
Maine
$30,100
Tennessee
$30,020
Vermont
$29,970
Montana
$29,380
Alabama
$29,340
South Dakota
$29,150
Idaho
$28,760
Mississippi
$28,700
Arkansas
$28,690
Kentucky
$28,670
Louisiana
$28,390
Wyoming
$28,310
Kansas
$28,200
New Mexico
$26,940
Guam
$26,750
Oklahoma
$25,540
Puerto Rico
$18,770
Skills
Reading Comprehension
Speaking
Active Listening
Critical Thinking
Judgment and Decision Making
Writing
Active Learning
Social Perceptiveness
Mathematics
Service Orientation
Time Management
Complex Problem Solving
Instructing
Persuasion
Monitoring
Learning Strategies
Negotiation
Coordination
Systems Evaluation
Systems Analysis
Management of Personnel Resources
Operations Analysis
Operation Monitoring
Programming
Technology Design
Management of Financial Resources
Work Values
Relationships
Support
Achievement
Recognition
Working Conditions
Independence
Work Styles
Dependability
Attention to Detail
Integrity
Cooperation
Initiative
Self Control
Stress Tolerance
Analytical Thinking
Adaptability/Flexibility
Independence
Achievement/Effort
Persistence
Innovation
Social Orientation
Leadership
Concern for Others
Related University Degree Programs
Work Context
Telephone
Contact With Others
Face-to-Face Discussions
Indoors, Environmentally Controlled
Work With Work Group or Team
Importance of Being Exact or Accurate
Time Pressure
Deal With External Customers
Letters and Memos
Spend Time Sitting
Importance of Repeating Same Tasks
Frequency of Decision Making
Impact of Decisions on Co-workers or Company Results
Structured versus Unstructured Work
Electronic Mail
Freedom to Make Decisions
Coordinate or Lead Others
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
Responsibility for Outcomes and Results
Degree of Automation
Physical Proximity
Sounds, Noise Levels Are Distracting or Uncomfortable
Consequence of Error
Level of Competition
Responsible for Others' Health and Safety
Duration of Typical Work Week
Spend Time Making Repetitive Motions
Deal With Physically Aggressive People
Spend Time Standing
Spend Time Walking and Running
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Pace Determined by Speed of Equipment
Public Speaking
Spend Time Bending or Twisting the Body
Exposed to Minor Burns, Cuts, Bites, or Stings
Spend Time Kneeling, Crouching, Stooping, or Crawling
Exposed to Contaminants
In an Enclosed Vehicle or Equipment
Cramped Work Space, Awkward Positions
Very Hot or Cold Temperatures
Extremely Bright or Inadequate Lighting
Work Schedules
Exposed to Disease or Infections
Outdoors, Exposed to Weather
Indoors, Not Environmentally Controlled
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
In an Open Vehicle or Equipment
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Outdoors, Under Cover
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-About half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Sitting
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
-Every day-
Telephone
Face-to-Face Discussions
Indoors, Environmentally Controlled
Time Pressure
Frequency of Decision Making
Letters and Memos
Electronic Mail
Deal With Unpleasant or Angry People
Frequency of Conflict Situations
Sounds, Noise Levels Are Distracting or Uncomfortable
Exposed to Contaminants
Exposed to Minor Burns, Cuts, Bites, or Stings
Extremely Bright or Inadequate Lighting
Very Hot or Cold Temperatures
Public Speaking
In an Enclosed Vehicle or Equipment
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Importance of Being Exact or Accurate
Deal With External Customers
Work With Work Group or Team
Importance of Repeating Same Tasks
Coordinate or Lead Others
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Coordinate or Lead Others
Importance of Repeating Same Tasks
Deal With External Customers
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
Work With Work Group or Team
-Fairly serious-
Consequence of Error
-High responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Coordinate or Lead Others
Deal With External Customers
Pace Determined by Speed of Equipment
Importance of Being Exact or Accurate
Work With Work Group or Team
Importance of Repeating Same Tasks
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Walking and Running
Spend Time Standing
Spend Time Bending or Twisting the Body
Spend Time Making Repetitive Motions
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Sitting
Spend Time Keeping or Regaining Balance
Spend Time Climbing Ladders, Scaffolds, or Poles
-Limited freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Limited responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Bending or Twisting the Body
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Keeping or Regaining Balance
-Never-
In an Open Vehicle or Equipment
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
Outdoors, Under Cover
Spend Time Keeping or Regaining Balance
Indoors, Not Environmentally Controlled
Extremely Bright or Inadequate Lighting
Very Hot or Cold Temperatures
Exposed to Disease or Infections
Outdoors, Exposed to Weather
Cramped Work Space, Awkward Positions
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to Minor Burns, Cuts, Bites, or Stings
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Bending or Twisting the Body
Public Speaking
Deal With Physically Aggressive People
Spend Time Making Repetitive Motions
Sounds, Noise Levels Are Distracting or Uncomfortable
Spend Time Standing
Spend Time Walking and Running
Electronic Mail
Indoors, Environmentally Controlled
Time Pressure
Frequency of Conflict Situations
Frequency of Decision Making
Deal With Unpleasant or Angry People
Letters and Memos
Telephone
Spend Time Sitting
Face-to-Face Discussions
-No contact with others-
Contact With Others
-No freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-No responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Coordinate or Lead Others
Importance of Repeating Same Tasks
Deal With External Customers
Work With Work Group or Team
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Deal With Physically Aggressive People
Deal With Unpleasant or Angry People
Electronic Mail
Frequency of Conflict Situations
Public Speaking
Letters and Memos
Frequency of Decision Making
Time Pressure
Face-to-Face Discussions
Cramped Work Space, Awkward Positions
Exposed to Disease or Infections
In an Enclosed Vehicle or Equipment
Sounds, Noise Levels Are Distracting or Uncomfortable
Indoors, Not Environmentally Controlled
Very Hot or Cold Temperatures
Outdoors, Exposed to Weather
Exposed to Contaminants
Exposed to Minor Burns, Cuts, Bites, or Stings
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
-Once a week or more but not every day-
Letters and Memos
Frequency of Conflict Situations
Sounds, Noise Levels Are Distracting or Uncomfortable
Frequency of Decision Making
Time Pressure
Electronic Mail
Deal With Physically Aggressive People
Deal With Unpleasant or Angry People
Exposed to Minor Burns, Cuts, Bites, or Stings
Face-to-Face Discussions
Telephone
Very Hot or Cold Temperatures
In an Enclosed Vehicle or Equipment
Public Speaking
Outdoors, Exposed to Weather
Cramped Work Space, Awkward Positions
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
-Once a year or more but not every month-
Public Speaking
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
Deal With Physically Aggressive People
Sounds, Noise Levels Are Distracting or Uncomfortable
Frequency of Decision Making
Exposed to Minor Burns, Cuts, Bites, or Stings
Outdoors, Exposed to Weather
Face-to-Face Discussions
Letters and Memos
Electronic Mail
Very Hot or Cold Temperatures
Indoors, Not Environmentally Controlled
Outdoors, Under Cover
Extremely Bright or Inadequate Lighting
Time Pressure
Exposed to Contaminants
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Very important-
Importance of Repeating Same Tasks
Work With Work Group or Team
Coordinate or Lead Others
Pace Determined by Speed of Equipment
Deal With External Customers
Importance of Being Exact or Accurate
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
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.
- Importance Supplemental-
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.
- Relevance of Task Core-
Verify and examine information and accuracy of loan application and closing documents.
Answer questions and advise customers regarding loans and transactions.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Present loan and repayment schedules to customers.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
File and maintain loan records.
Accept payment on accounts.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Check value of customer collateral to be held as loan security.
Schedule and conduct closings of mortgage transactions.
- Relevance of Task Supplemental-
Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
Order property insurance or mortgage insurance policies in order to ensure protection against loss on mortgaged property.
Submit loan applications with recommendation for underwriting approval.
Establish credit limits and grant extensions of credit on overdue accounts.
-Daily Frequency of Task (Categories 1-7) Core-
Answer questions and advise customers regarding loans and transactions.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Verify and examine information and accuracy of loan application and closing documents.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Present loan and repayment schedules to customers.
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 in order to obtain personal and financial data, and to assist in completing applications.
Schedule and conduct closings of mortgage transactions.
Accept payment on accounts.
File and maintain loan records.
-Daily Frequency of Task (Categories 1-7) Supplemental-
Submit loan applications with recommendation for underwriting approval.
Establish credit limits and grant extensions of credit on overdue accounts.
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.
-Hourly or more Frequency of Task (Categories 1-7) Core-
Answer questions and advise customers regarding loans and transactions.
Verify and examine information and accuracy of loan application and closing documents.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
File and maintain loan records.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Accept payment on accounts.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
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.
Present loan and repayment schedules to customers.
Schedule and conduct closings of mortgage transactions.
-Hourly or more Frequency of Task (Categories 1-7) Supplemental-
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.
Establish credit limits and grant extensions of credit on overdue accounts.
Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
-More than monthly Frequency of Task (Categories 1-7) Core-
Schedule and conduct closings of mortgage transactions.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Check value of customer collateral to be held as loan security.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
File and maintain loan records.
Present loan and repayment schedules to customers.
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.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Accept payment on accounts.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Answer questions and advise customers regarding loans and transactions.
Verify and examine information and accuracy of loan application and closing documents.
-More than monthly Frequency of Task (Categories 1-7) Supplemental-
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.
Order property insurance or mortgage insurance policies in order to ensure protection against loss on mortgaged property.
Submit loan applications with recommendation for underwriting approval.
-More than weekly Frequency of Task (Categories 1-7) Core-
Schedule and conduct closings of mortgage transactions.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Check value of customer collateral to be held as loan security.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Present loan and repayment schedules to customers.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Accept payment on accounts.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Answer questions and advise customers regarding loans and transactions.
File and maintain loan records.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Verify and examine information and accuracy of loan application and closing documents.
-More than weekly Frequency of Task (Categories 1-7) Supplemental-
Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
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.
Establish credit limits and grant extensions of credit on overdue accounts.
-More than yearly Frequency of Task (Categories 1-7) Core-
Accept payment on accounts.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Present loan and repayment schedules to customers.
Schedule and conduct closings of mortgage transactions.
Check value of customer collateral to be held as loan security.
File and maintain loan records.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Answer questions and advise customers regarding loans and transactions.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Verify and examine information and accuracy of loan application and closing documents.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
-More than yearly Frequency of Task (Categories 1-7) Supplemental-
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.
Submit loan applications with recommendation for underwriting approval.
-Several times daily Frequency of Task (Categories 1-7) Core-
Verify and examine information and accuracy of loan application and closing documents.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
File and maintain loan records.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Present loan and repayment schedules to customers.
Accept payment on accounts.
Answer questions and advise customers regarding loans and transactions.
Check value of customer collateral to be held as loan security.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Schedule and conduct closings of mortgage transactions.
-Several times daily Frequency of Task (Categories 1-7) Supplemental-
Submit loan applications with recommendation for underwriting approval.
Establish credit limits and grant extensions of credit on overdue accounts.
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.
-Yearly or less Frequency of Task (Categories 1-7) Core-
Schedule and conduct closings of mortgage transactions.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
File and maintain loan records.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Accept payment on accounts.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Present loan and repayment schedules to customers.
Answer questions and advise customers regarding loans and transactions.
Check value of customer collateral to be held as loan security.
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Verify and examine information and accuracy of loan application and closing documents.
-Yearly or less Frequency of Task (Categories 1-7) Supplemental-
Establish credit limits and grant extensions of credit on overdue accounts.
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.
Submit loan applications with recommendation for underwriting approval.
Education Training Experience
-On-Site or In-Plant Training-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 4 years, up to and including 10 years
-On-the-Job Training-
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 4 years, up to and including 10 years
-Related Work Experience-
None
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
Over 6 years, up to and including 8 years
Over 10 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree