You are on page 1of 1

Loan Doc Specialist Interview Guide LDS 1 LDS 2 LDS 3 LDS 4 LDS 5

Candidate Name Candidate Number


Interview Date Interviewer(s)
Requisition Number(s) Hiring Manager(s)
Preliminary Questions
Tell me about your previous work experience.
I have worked in a few call centers, doing everything from placing order, to changing insurance policies, customer
service (which is just answering questions) to handling escalated calls. Most recently I have worked in banking which
requires me to handle customers banking needs as well as up sell items to meet company and personal goals.
Behavioral Questions
Quality: Describe a situation in which a crucial deadline was nearing, but you didn’t want to compromise quality.
How did you deal with it?
I'll use for an example when we have a few days left in the month and I still had to meet my sales goal. I just utilized
time management to set priorities to have the job done efficiently. I never want the customers to feel any pressure
when I'm offering a product, just because I have goals to meet. So I offer on every call get a little more aggressive
with my rebuttals, but always make them feel comfortable with their decision.
Team Work: Tell me about a time when you thought you knew how to handle a situation yet chose to solicit
opinions from other team members?
When working on any type of group projects, just so I can make that sure everyone felt involved.
Technical Knowledge:
What specific steps did you perform on the loans you processed/closed?
Do you have any underwriting certification or authority?
What is the highest pipeline of loans you have ever worked with?
I called the customer to let them know their payment was late and to collect on the payment. Go through
customer's income and budget to see if I should set up arrangements. Start collecting payments as agreed upon.
The highest pipeline of loans I have ever worked with is 400. I do not have any underwriting certification or
authority. I have also ordered all verifications and obtained all required loan documentation.
Do you have any questions at this time?
Not at this time.
Notes & Recommendations

Competency Ratings
Non-Skilled Skilled Highly Skilled

Customer Service 1 2 3 4 5

Quality 1 2 3 4 5

Team Work 1 2 3 4 5

Technical Knowledge 1 2 3 4 5

/opt/scribd/conversion/tmp/scratch6171/58945917.doc 1
3/10/2006

You might also like