af05383bb1
Snapshot before the quality program (relevance gates, tiered mapping, QA linter). v1 is the immutable before/after reference; evidence crawl was at ~175/3039 occupations when tagged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
2.9 KiB
2.9 KiB
name, description
| name | description |
|---|---|
| mortgage-broker | Occupational skill for the role 'mortgage broker' (also: mortgage administrator, officer for mortgage loan, mortgage coordinator, mortgage analyst, mortgage loans officer, mortgage professional). Use when the user asks for typical mortgage broker work such as: Verify and examine information and accuracy of loan application and closing documents.; Interview loan applicants 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. |
Mortgage Broker
Mortgage brokers handle mortgage loan applications from clients, collect loan documentation and search for new mortgage lending opportunities. They complete and close mortgage loan processes for their clients.
Core workflow
- Verify and examine information and accuracy of loan application and closing documents.
- Interview loan applicants 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.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Present loan and repayment schedules to customers.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- actuarial science
- banking activities
- collect property financial information
- credit control processes
- decide on loan applications
- examine mortgage loan documents
- inform on interest rates
- interview bank loanees
- maintain client debt records
- maintain credit history of clients
- manage loan applications
- moderate in negotiations
- monitor loan portfolio
- mortgage loans
- negotiate loan agreements
Hot technologies
- Microsoft Access
- Microsoft Outlook
- Microsoft Office software
- Microsoft Windows
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/3f277813-3cab-4c5d-bfeb-613e449b31c5), ONET 30.3 (43-4131.00). See manifest.json for licensing/attribution.*