• Loan Interviewers and Clerks
  • Finance
  • Loan interviewers and clerks interview people to get and verify personal and financial information needed for loan applications. They also prepare documents that go to the appraiser and are issued at the closing of a loan.

What do they typically do

  • Check and examine loan applications and closing documents for completeness and accuracy of information
  • Interview loan applicants to get personal and financial information and to assist them in completing applications
  • Pull together and organize loan closing documents like title abstracts, insurance forms, loan forms, and tax receipts
  • Answer questions and advise customers about loans and transactions
  • Contact customers by mail, telephone, or in person about whether or not a loan has been approved
  • Use a computer to record applications for loan and credit, loan information, and disbursements of funds
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks using a computer
  • Give customers loan and repayment schedules

Number of Jobs

Average Annual
Job Growth +1.4%
Job Opening 794

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Education & Training

  • Education

    Most occupations require training in vocational schools, related on-the-job experience, or an associate's degree.
    Associated Programs or Majors
Private Training Programs

First Step

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Video:Loan Interviewers and Clerks

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