Typical Tasks
Verify and examine information and accuracy of loan application and closing documents.
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
Answer questions and advise customers regarding loans and transactions.
File and maintain loan records.
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
A day in the life
What kind of work is this?
Conventional
Organized, Procedural Work
Enterprising
Business based Work
Social
Working with people
What personality traits do you need to succeed?
Attention to Detail
Integrity
Dependability
Cooperation
Initiative
Self-Control
What key skills are needed for this job?
Active Listening
Speaking
Reading Comprehension
Critical Thinking
Writing
Complex Problem Solving
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Administrative
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
Common Activities
Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Performing for or Working Directly with the Public
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
