AITakeover Tracker
Awaiting Assessment

Loan Interviewers and Clerks

Also known as: Closer, Closing Agent, Credit Clerk, Disbursement Clerk, Document Coordinator, Document Processor, Investigator, Licensed Loan Officer Assistant, Loan Analyst, Loan Clerk

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.

Education & Training

Percentage of workers at each education and training level

Training Provided After Hiring

How long it typically takes to learn on the job

Up to 1 month25%
1-3 months24%
3-6 months11%
6 months - 1 year2%
1-2 years38%

How AI Impacts Each Task

18 tasks analyzed

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.

Record applications for loan and credit, loan information, and disbursements of funds, using computers.

Submit loan applications with recommendation for underwriting approval.

Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

Essential Soft Skills

Traits that are hard for AI to replicate

Attention to DetailIntegrityDependabilityCooperationInitiativeSelf ControlStress TolerancePersistenceIndependenceAdaptability/FlexibilityAchievement/EffortConcern for Others

Wage & Employment (2024)

Median Wage

$48,950

per year

Mean Wage

$51,050

per year

Employment

173K

workers

Wage Range

$36,360 - $65,910

10th - 90th pct

Wage Distribution

$36,360Median: $48,950$65,910
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Awaiting Assessment

This occupation has 18 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.