loan clerk - financial sector

Responsibilities

Tasks

• Compile records of deposit, loan and mortgage payments
• Process claims transactions
• Store, update and retrieve financial data
• Process applications for loans and mortgages
• Provide clients with information
• Verify and balance transactions
• Calculate service charges and interest payments
• Notify customers regarding account discrepancies
• Prepare financial statements and reports
• Perform clerical duties, such as maintain filing and record systems
• Organize and maintain inventory

Additional information

Work conditions and physical capabilities

• Work under pressure
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Organized
• Team player