•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•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.•File and maintain loan records•Order property insurance or mortgage insurance policies in order to ensure protection against loss on mortgaged property•Prepare reports for monthly board meetings

•Operate computers programmed with accounting software to record, store, and analyze information•Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes•Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers•Reconcile or note and report discrepancies found in records•Match order forms with invoices, and record the necessary information•Maintain integrity of general ledger, including the chart of accounts•Generate financial statements and facilitate account closing procedures each month