# Loan Interviewers and Clerks > 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. - Code: 43-4131.00 (O*NET-SOC; SOC 2018 43-4131) - Family: [Office & Administrative Support](https://foundation.org.ai/occupations#family-43), one of its 55 occupations - Tasks: 18 tasks (14 core and 4 supplemental) - Page: https://foundation.org.ai/occupations/43-4131.00 - JSON: https://foundation.org.ai/data/tasks/43-4131.00.json ## What the work is made of 1. Verify and examine information and accuracy of loan application and closing documents. Core task · Task 11291 · Rated by 62 people who do the job, July 2017 2. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts. Core task · Task 11293 · Rated by 62 people who do the job, July 2017 3. Record applications for loan and credit, loan information, and disbursements of funds, using computers. Core task · Task 11296 · Rated by 61 people who do the job, July 2017 4. Submit loan applications with recommendation for underwriting approval. Core task · Task 11305 · Rated by 62 people who do the job, July 2017 5. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications. Core task · Task 11295 · Rated by 62 people who do the job, July 2017 6. File and maintain loan records. Core task · Task 11302 · Rated by 61 people who do the job, July 2017 7. Contact credit bureaus, employers, and other sources to check applicants' credit and personal references. Core task · Task 11301 · Rated by 61 people who do the job, July 2017 8. Check value of customer collateral to be held as loan security. Core task · Task 11300 · Rated by 61 people who do the job, July 2017 9. Interview loan applicants to obtain personal and financial data and to assist in completing applications. Core task · Task 11292 · Rated by 62 people who do the job, July 2017 10. Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers. Core task · Task 11297 · Rated by 62 people who do the job, July 2017 11. Review customer accounts to determine whether payments are made on time and that other loan terms are being followed. Core task · Task 11307 · Rated by 61 people who do the job, July 2017 12. Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators. Core task · Task 11299 · Rated by 61 people who do the job, July 2017 13. Answer questions and advise customers regarding loans and transactions. Core task · Task 11294 · Rated by 62 people who do the job, July 2017 14. Present loan and repayment schedules to customers. Core task · Task 11298 · Rated by 61 people who do the job, July 2017 15. Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property. Supplemental task · Task 11306 · Rated by 62 people who do the job, July 2017 16. Accept payment on accounts. Supplemental task · Task 11304 · Rated by 62 people who do the job, July 2017 17. Schedule and conduct closings of mortgage transactions. Supplemental task · Task 11303 · Rated by 61 people who do the job, July 2017 18. Establish credit limits and grant extensions of credit on overdue accounts. Supplemental task · Task 11308 · Rated by 61 people who do the job, July 2017 ## More in Office & Administrative Support - [Bill and Account Collectors](https://foundation.org.ai/occupations/43-3011.00): 15 tasks - [Billing and Posting Clerks](https://foundation.org.ai/occupations/43-3021.00): 28 tasks - [Bookkeeping, Accounting, and Auditing Clerks](https://foundation.org.ai/occupations/43-3031.00): 28 tasks - [Brokerage Clerks](https://foundation.org.ai/occupations/43-4011.00): 10 tasks - [Cargo and Freight Agents](https://foundation.org.ai/occupations/43-5011.00): 24 tasks - [Communications Equipment Operators, All Other](https://foundation.org.ai/occupations/43-2099.00): no tasks listed - [Correspondence Clerks](https://foundation.org.ai/occupations/43-4021.00): 17 tasks - [Couriers and Messengers](https://foundation.org.ai/occupations/43-5021.00): 15 tasks - [Court, Municipal, and License Clerks](https://foundation.org.ai/occupations/43-4031.00): 30 tasks - [Credit Authorizers, Checkers, and Clerks](https://foundation.org.ai/occupations/43-4041.00): 16 tasks - 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