Financial Services
Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department.
Loan Interviewers and Clerks
Average
$43,160
ANNUAL
$20.75
HOURLY
Entry Level
$29,280
ANNUAL
$14.08
HOURLY
Mid Level
$40,760
ANNUAL
$19.60
HOURLY
Expert Level
$60,570
ANNUAL
$29.12
HOURLY
Loan Interviewers and Clerks
6,740
Projected job openings through 2030
Loan Interviewers and Clerks
01
Verify and examine information and accuracy of loan application and closing documents.
02
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
03
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
04
Submit loan applications with recommendation for underwriting approval.
05
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
06
File and maintain loan records.
07
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
08
Check value of customer collateral to be held as loan security.
09
Interview loan applicants to obtain personal and financial data and to assist in completing applications.
10
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Loan Interviewers and Clerks
Common knowledge, skills & abilities needed to get a foot in the door.
KNOWLEDGE
Customer and Personal Service
KNOWLEDGE
English Language
KNOWLEDGE
Administrative
KNOWLEDGE
Computers and Electronics
KNOWLEDGE
Law and Government
SKILL
Active Listening
SKILL
Speaking
SKILL
Reading Comprehension
SKILL
Critical Thinking
SKILL
Writing
ABILITY
Oral Comprehension
ABILITY
Written Comprehension
ABILITY
Oral Expression
ABILITY
Speech Clarity
ABILITY
Speech Recognition
Financial Services
Not sure where to begin?
Career Exploration
