Loan Officer Assistant

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.

• Verify and examine information and accuracy of loan application and closing documents.
• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
• Record applications for loan and credit, loan information, and disbursements of funds, using computers.
• Submit loan applications with recommendation for underwriting approval.
• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
• File and maintain loan records.