Main Areas of Responsibility:
Client Service Interns work under close supervision of ACCION loan officers as loan assistants. Interns process and manage loan files and assist with customer service needs, including underwriting issues and such administrative tasks as:
•Performs initial screening interviews of new applicants in person and over the phone
•Scans and uploads documents for applications when directed
•Creates new applications in CRM system when client submits hard copy applications to lenders
Additional Areas of Responsibility:
•Conducts reference checks when directed
•Values proposed collateral in loan applications when directed
•Processes declined and withdrawn letters on behalf of the Loan Officer.