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Career overview · SOC 43-4131

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.

Also called: Closer · Licensed Loan Officer Assistant · Loan Analyst · Loan Clerk · Loan Closer · Loan Originator

Median pay (national)
$48,950
$36,360–$65,910 (10th–90th)
Employed (US)
173,100
BLS OEWS, May 2024
Outlook 2024–34
-2.3%
~13,300 openings/yr
Typical entry
High school diploma or equivalent

What the numbers say

Refit analysis ·Pay for loan interviewers and clerks shows a broad range: the top 10% earn $65,910 versus $36,360 at the bottom 10% — 1.8x. The median of $48,950 leaves roughly 35% of headroom to the 90th percentile, which is where seniority, specialization, and the skills below tend to pay off.
Refit analysis ·Employment is projected to change -2.3% from 2024 to 2034 — a projected decline, against +3% across all occupations. Even so, BLS projects about 13,300 openings a year, mostly to replace workers who retire or change careers.
Refit analysis ·Where you work moves the number a lot. Across the 52 states with released data, District of Columbia pays the most for this role (median $77,730, +59% vs the national median), while Puerto Rico sits lowest at $28,380 — a 174% spread for the same job title.
Refit analysis ·O*NET rates Active Listening, Speaking, Reading Comprehension as the highest-importance skills here — so a resume aimed at this role should lead with evidence of those, not a generic skills list. On the tools side, O*NET flags Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint as in-demand technologies for this role.

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Top skills employers ask for

Ranked by O*NET importance for this occupation.

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Critical Thinking
  • Writing
  • Active Learning
  • Mathematics
  • Monitoring
  • Learning Strategies
  • Science

What they actually do

Core O*NET tasks for this role.

  • Verify and examine information and accuracy of loan application and closing documents.
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
  • Submit loan applications with recommendation for underwriting approval.
  • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Answer questions and advise customers regarding loans and transactions.
  • Record applications for loan and credit, loan information, and disbursements of funds, using computers.
  • File and maintain loan records.
  • Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.

Tools & technology

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Windows
  • Automated financial software
  • Automated underwriting software
  • Credit reporting software
  • Encompass software
  • Fannie Mae Desktop Underwriter
  • Lending software systems
  • Loan tracking software
  • Microsoft Dynamics
  • Rockport Integrated Excel Underwriting
  • Software AG Underwriting Solution

Knowledge areas

  • Customer and Personal Service
  • English Language
  • Administrative
  • Computers and Electronics
  • Law and Government
  • Mathematics
  • Administration and Management
  • Education and Training