Loan Interviewers and Clerks
On the Job
Loan Interviewers and Clerks collect information from loan applicants during the process of getting a loan. They investigate applicants' backgrounds and check references. They prepare paperwork and make sure that it is complete.
Typical Work Tasks
People who work in this career often:
- Interview employees, customers, or others to collect information.
- Obtain personal or financial information about customers or applicants.
- Compile data or documentation.
- Verify accuracy of financial or transactional data.
- Discuss account status or activity with customers or patrons.
- Provide notifications to customers or patrons.
- Arrange insurance coverage.
- Prepare business correspondence.
- Type documents.
- Maintain financial or account records.
Typical Working Conditions
- Having telephone conversations.
- Working indoors in environmentally controlled conditions.
- Dealing with external customers.
- The importance of being accurate or exact.
- Sitting.
- Frequent decision-making.
- Meeting strict deadlines.
- High levels of competition.
- Dealing with unpleasant or angry people.
- Responsibility for outcomes and results.
This page includes information from the O*NET 24.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.
Source: You can learn about our data sources in the About Us section.