Loan Interviewers and Clerks

What Loan Interviewers and Clerks Do

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.

Career Outlook

National employment outlook, 2024–2034.

Related work experience

None

On-the-job training

Short-term on-the-job training

Self-employed

0.9%

Source: BLS Employment Projections — 2024-2034.

Key Knowledge Areas

Subject-matter areas this occupation draws on most, per O*NET.

• Customer and Personal Serviceimportance 4.4/5
• English Languageimportance 4.2/5
• Administrativeimportance 3.7/5
• Computers and Electronicsimportance 3.4/5
• Law and Governmentimportance 3.4/5
• Mathematicsimportance 3.4/5
• Administration and Managementimportance 2.9/5
• Education and Trainingimportance 2.9/5

Work Environment

What the day-to-day work setting is like, per O*NET.

• Telephone Conversations5.0/5
• Contact With Others5.0/5
• Indoors, Environmentally Controlled4.9/5
• Deal With External Customers or the Public in General4.7/5
• Importance of Being Exact or Accurate4.7/5
• Spend Time Sitting4.7/5

Related Careers

• Loan Officers
• Credit Authorizers, Checkers, and Clerks
• Credit Analysts
• Credit Counselors
• Bill and Account Collectors
• Bookkeeping, Accounting, and Auditing Clerks
• New Accounts Clerks
• Brokerage Clerks

Careers With Similar Skills

Occupations whose Transferable Skills profile most closely matches this one — a mathematical comparison, not observed data about people actually moving between these careers.

• Mental Health and Substance Abuse Social Workers97% skill match
• Physician Assistants97% skill match
• Insurance Underwriters97% skill match
• Dermatologists96% skill match
• Tax Examiners and Collectors, and Revenue Agents96% skill match
• General Internal Medicine Physicians96% skill match
• Pediatricians, General96% skill match
• Human Resources Assistants, Except Payroll and Timekeeping96% skill match

Transferable Skills

Cross-functional skills this occupation draws on most, per O*NET — the kind that carry over to other careers.

• Complex Problem Solvingimportance 3.5/5
• Social Perceptivenessimportance 3.4/5
• Judgment and Decision Makingimportance 3.4/5
• Time Managementimportance 3.3/5
• Coordinationimportance 3.0/5
• Persuasionimportance 3.0/5
• Instructingimportance 3.0/5
• Service Orientationimportance 3.0/5

Software & Technologies

Tools and software used in this occupation, per O*NET.

Work Style

Personal work characteristics that matter most for this occupation, per O*NET.

• Attention to Detail
• Dependability
• Cautiousness
• Integrity
• Social Orientation
• Self-Control
• Cooperation

Career Interests

This occupation’s RIASEC interest profile, per O*NET — how strongly it fits each of the six Holland interest types.

• ConventionalHigh
• EnterprisingMedium
• SocialMedium
• InvestigativeLow
• RealisticLow
• ArtisticLow

Where This Career Is Most Concentrated

Metro areas where loan interviewers and clerks make up the largest share of local employment, relative to the national average (BLS location quotient).

1. 1Muncie, IN4.30× national avg
2. 2Owensboro, KY4.17× national avg
3. 3Monroe, LA3.98× national avg
4. 4Sioux Falls, SD-MN3.81× national avg
5. 5Hattiesburg, MS3.56× national avg

Possible Career Moves

A computed starting point, not observed job-change data — see the full list for why each one might fit.

• Loan OfficersCareer Change
• Credit AnalystsCareer Change
• Insurance Claims and Policy Processing ClerksLateral Move
• Tax PreparersCareer Change

See the full career path from Loan Interviewers and Clerks →

Related Education Programs

Schools that offer related fields of study, based on the NCES CIP-SOC crosswalk — not a guarantee that graduates enter this specific career.