贷款面试员与文员

submit-credit-application.md ★ 478

from "aliyun"

授信申请提交辅助技能。自动盘点客户档案中的笔记与材料,对照银行贷前尽调材料标准评估完备性,检查案件冲突与授信到期状态,生成结构化评估报告并引导客户经理确认提交。当用户需要提交授信申请、发起审批流程、续贷申请、追加授信或评估材料是否齐全时使用此技能。触发词包括:"提交授信申请"、"发起审批"、"submit credit

client-communication.md ★ 14

from "alexclowe"

Borrower education, rate explanations, closing process walkthroughs, and milestone updates

loan-officer-assistant.md ★ 8

from "itgoyo"

综合信贷经理助手，涵盖借款人接待、资格预审、文件收集、流水线管理、合规追踪、利率报价和过户协调，适用于住宅、商业和消费信贷。

cross-document-verification.md ★ 7

from "memect"

Build cross-document verification rule-skills and workflows — i.e., rules where the verdict depends on facts that appear in MORE than one document. Use when aut

ocean-bank-deal-docs.md ★ 1

from "jndewey"

Generate Bank commercial real estate loan documents from a Credit Approval Summary (CAS). Use this skill whenever the user asks to generate, draft, or produce l

identity-verification.md ★ 0

from "hpsgd"

Verify that a named individual is who they claim to be, or resolve ambiguity between people sharing a name. Anchors on verifiable claims and cross-references in

agency-loan-officer-assistant.md ★ 0

from "anavvanzin"

Comprehensive loan officer assistant for mortgage and lending professionals — covering borrower intake, pre-qualification, document collection, pipeline managem

pre-approval-email.md ★ 0

from "AStyer8345"

Drafts a congratulatory pre-approval email to a borrower via Outlook (Zapier). Adam uploads a pre-approval letter PDF — Claude extracts key fields and populates

knowledge-curator.md ★ 0

from "jb-612"

Manage bank docs and loan tracks in the knowledge base

mortgagetasksai.md ★ 0

from "laudoluxDev"

Access 80+ AI-powered skills for mortgage loan officers, processors, and underwriters. Use when: user asks about borrower intake, loan applications, pre-approva

contract-received.md ★ 0

from "AStyer8345"

Extracts all key fields from an executed purchase contract and generates three outputs: (1) A professional reply-all email to transaction parties (buyer's agent