Loan Interviewers and Clerks
Office and Administrative Support
Talks with people who want a loan, then checks the application and supporting papers for completeness and accuracy. Calls credit bureaus, employers, and other sources to confirm credit and references, and may look at the value of property offered as security. Assembles closing packets—title abstracts, insurance forms, tax receipts—and records the application, loan details, and any funds paid out. Forwards the file with a recommendation for underwriting, then tells the customer whether the loan was accepted or turned down. Suits people who like detailed document checks, following up on facts, and moving a file from application to closing.
Typical education: High School Diploma or GED
Annual Median Wage in Field (2025)
$50'020
Median Wage Market Position
$50'020
What you might do
- Check loan applications and closing papers for accuracy
- Gather title, insurance, and tax papers for closings
- Verify credit and references with outside sources
- Record loan applications and fund disbursements
- Submit completed files to underwriters for approval
- Tell applicants whether their loan was accepted
Skills that matter
- Careful reading of loan paperwork
- Interviews that gather applicant facts
- Credit and employment reference checks
- Title, insurance, and tax papers for closings
- Recommendations sent for underwriting
- Collateral value review before security
AI & the future of this role
Applicant intake, document prep, and routine verification are strong fits for automated underwriting workflows. Exception handling and compliance judgment may remain, but standard loan clerical steps look highly exposed.
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Includes O*NET® 30.3 Database information by USDOL/ETA under CC BY 4.0; modified by LostInCareer. Wage/outlook from BLS. Attribution details