Hands-on
2026-02 · Machine Learning/Expert
Explore a possible path
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.
How does this connect to your interests? →A look at the work
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Answer questions and advise customers regarding loans and transactions.
- Submit loan applications with recommendation for underwriting approval.
- Verify and examine information and accuracy of loan application and closing documents.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Check value of customer collateral to be held as loan security.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
A selection of source-listed tasks; duties vary by role and employer.
Interests involved in this work
These source scores describe occupational work activities. They are separate from your personal test results.
1.0 / 7
Investigative
2026-02 · Machine Learning/Expert
Creative
2026-02 · Machine Learning/Expert
Helping people
2026-02 · Machine Learning/Expert
Enterprising
2026-02 · Machine Learning/Expert
Organizing
2026-02 · Machine Learning/Expert
Skills to explore
Source-reported importance on a 1–5 scale. Try a course, project or conversation to learn what these skills involve.
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
2017-07
Speaking
Talking to others to convey information effectively.
2017-07
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
2017-07
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
2017-07
Writing
Communicating effectively in writing as appropriate for the needs of the audience.
2017-07
Complex Problem Solving
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
2017-07
Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
2017-07
Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
2017-07
Active Learning
Understanding the implications of new information for both current and future problem-solving and decision-making.
2017-07
Time Management
Managing one's own time and the time of others.
2017-07
Plan a small next step
Talk to someone doing this work, look for a supervised activity, and explore the subjects that interest you. Admission, licensing and current program requirements should be confirmed with the relevant institutions.
Source preparation category: Job Zone 3 of 5 · 2017-07. This category describes typical preparation, not your eligibility.
Related study fields
Source crosswalk connections are research leads, not required qualifications.
Banking and Financial Support Services →
Explore all related study fields →Source & methodology
O*NET-SOC code 43-4131.00 · Database 31.0 · Retrieved Oct 14, 2026. Dates on individual observations describe their source periods.
How interest exploration matching works →Data: O*NET® 31.0 Database, U.S. Department of Labor, Employment and Training Administration. Used under CC BY 4.0. StudyIndex normalizes the presentation and adds exploration features; USDOL/ETA has not approved, endorsed or tested these additions.