I work as a documentary in a financial investment and loan company, that is, the customer needs to borrow money from the bank, and then we help him borrow money from the bank. What should I do?

First, you should know the customer's information to see whether he meets the loan conditions, whether his information meets the requirements of his loan amount, and whether he has the repayment ability. You also need to know the information needed for bank loans, collect the information, and then recommend it to the appropriate bank in the name of your company. Of course, you still have to understand the internal operation of your company. I hope I can help you.