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Loan Interviewer

Job Summary

Responsible for obtaining all pertinent information related to loan applications, including income, personal data, and references. Prepare and type loan applications and submit for approval.

Primary responsibilities

  • Interview applicants to obtain information for loan applications.
  • Verify all information is complete and accurate.
  • Ensure all closing documents are included in packet.
  • Type loan applications, closing documents, notices, letters, forms, and legal documents.
  • Check references to verify income status and lending feasibility.
  • Compile documents such as title abstracts, insurance forms, loan forms, and tax receipts.
  • Record and file all applications.
  • Submit for underwriting approval.
  • Inform clients of acceptance or rejection.
  • Include information as to why applicant was rejected.
  • Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
  • Oversee closings of mortgages.
  • Inform applicants of loan and repayment schedules.
  • Order property insurance or mortgage insurance policies.
  • Keep meticulous files on loan records.
  • Review records to determine delinquent accounts and submit notices.
  • Accept and record payments.
  • Forward background investigations to appraisal department.
  • Complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
  • Request copies of credit reports for files.
  • Enter the collected data into the lending software system.

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