O*NET-SOC 43-4131.00

Loan Interviewers and Clerks

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. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3

Verify and examine information and accuracy of loan application and closing documents.Core11291
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.Core11293
Record applications for loan and credit, loan information, and disbursements of funds, using computers.Core11296
Submit loan applications with recommendation for underwriting approval.Core11305
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.Core11295
File and maintain loan records.Core11302
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.Core11301
Check value of customer collateral to be held as loan security.Core11300
Interview loan applicants to obtain personal and financial data and to assist in completing applications.Core11292
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.Core11297
Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.Core11307
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.Core11299
Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.Supplemental11306
Answer questions and advise customers regarding loans and transactions.Core11294
Present loan and repayment schedules to customers.Core11298
Accept payment on accounts.Supplemental11304
Schedule and conduct closings of mortgage transactions.Supplemental11303
Establish credit limits and grant extensions of credit on overdue accounts.Supplemental11308

Technology Skills

From O*NET 30.3, 18 examples in 11 categories, 7 Hot Technology

Free · O*NET 30.3

Accounting software

Automated financial software

Financial analysis software

Automated underwriting software
Credit reporting software
Encompass software
Fannie Mae Desktop Underwriter
Lending software systems
Software AG Underwriting Solution

Customer relationship management CRM software

Loan tracking software
Microsoft Dynamics

Data base user interface and query software

Microsoft AccessHot Technology

Spreadsheet software

Microsoft ExcelHot TechnologyIn Demand
Rockport Integrated Excel Underwriting

Office suite software

Microsoft Office softwareHot TechnologyIn Demand

Electronic mail software

Microsoft OutlookHot TechnologyIn Demand

Presentation software

Microsoft PowerPointHot TechnologyIn Demand

Operating system software

Microsoft WindowsHot Technology

Word processing software

Microsoft WordHot TechnologyIn Demand

Internet browser software

Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

Obtain personal or financial information about customers or applicants.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Interview employees, customers, or others to collect information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring Processes, Materials, or Surroundings

Monitor financial information.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

Calculate financial data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Processing Information

Verify accuracy of financial or transactional data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Compile data or documentation.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Making Decisions and Solving Problems

Determine the value of goods or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Scheduling Work and Activities

Schedule appointments.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Documenting/Recording Information

Maintain financial or account records.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare documentation for contracts, transactions, or regulatory compliance.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with People Outside the Organization

Discuss account status or activity with customers or patrons.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Provide notifications to customers or patrons.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Resolving Conflicts and Negotiating with Others

Negotiate financial arrangements.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Performing Administrative Activities

Prepare business correspondence.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Type documents.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Arrange insurance coverage.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring and Controlling Resources

Collect deposits, payments or fees.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 17

Distinct tools0

Level mix

No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.