Loan Clerk/Loan Officer InternsAt — Best in Funding Inc.

This internship is with a financial services organization that connects individuals and business owners with lending and financing solutions. The intern will be introduced to the full client journey — from initial inquiry to loan preparation. Day-to-day activities include:

• Handling application intake and speaking with prospective clients to understand their financing needs
• Organizing and tracking required paperwork and documentation
• Identifying appropriate lenders based on client profiles
• Supporting communication between clients, lenders, and senior staff

Task:

The intern is in an assisting role, not independently responsible. Specific tasks include:

• Conducting routine outreach and follow-up check-ins with clients (under supervisor direction)
• Reviewing client-submitted financial documents to ensure completeness
• Organizing and preparing loan files for the Senior Loan Officer to review and approve

At no point is the intern solely responsible for a client file. All work is reviewed and approved by a licensed senior staff member before any action is taken.

Process Loan Applications

Client Intake

Connect with lenders and Requirements

Customer Service 

Financial Analysis 

Reporting On time and Responding On time to Inquiries
Regular Updates
Compliance Tracking
Answering Calls & Emails about Inquiries

Training:

Training is hands-on, frequent, and progressive. Specifically:

• Daily engagement: Interns participate in daily team discussions where active files, client situations, and industry topics are reviewed. This ensures continuous, real-time learning.
• Meeting inclusion: Interns are invited to sit in on client phone calls and teleconferences, providing direct observational learning of how professionals communicate with borrowers, business owners, and lenders.
• One-on-one feedback: Supervisors meet with interns regularly to review their progress, answer questions, correct errors, and set goals for the following period.
• Resource access: Interns are given access to company study materials and industry resources to support preparation for the NMLS (Nationwide Multistate Licensing System) National Mortgage Loan Officer Examination, giving them a professional credential pathway.
• Orientation & procedures: Onboarding includes an orientation covering office procedures, compliance basics, client confidentiality standards, and professional conduct expectations applicable to the financial services industry.

The goal is for interns to leave with a foundational understanding of mortgage and commercial financing, practical exposure to real client interactions, and a head start toward professional licensing.

Company Overview
Loan Application Process and Customer Journey
Tools and Applications (Software)
Basic Customer Service Tools & Scripts

Learning outcome:

Customer Applications Intake
Basic Financial Analysis ( Profit Loss & Balance Sheets Statements)
Calculating Ratios
Understand the day to day Finance company operations and Requirements
Customers Service