What does a Loan Interviewers and Clerk do?

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. Day to day that includes work like verify and examine information and accuracy of loan application and closing documents and Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

What skills should a Loan Interviewers and Clerk put on a resume?

O*NET rates Active Listening, Speaking, Reading Comprehension, Critical Thinking, and Writing among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.

What software should a Loan Interviewers and Clerk list?

Software recorded for this occupation includes Accounting software, Automated financial software, Automated underwriting software, Credit reporting software, and Desktop publishing software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.

What other job titles cover Loan Interviewers and Clerk work?

O*NET records 37 titles for this occupation, including Licensed Loan Officer Assistant, Loan Analyst, Loan Processor, and Mortgage Loan Processor. Searching only your own job title hides most of the openings you could apply to.

What qualifications does a Loan Interviewers and Clerk need?

In O*NET's survey of people doing this job, 43% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.

Will this resume pass an ATS for a Loan Interviewers and Clerk role?

No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Loan Interviewers and Clerk resume example

A resume for a Loan Interviewers and Clerk needs to show the work itself: 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. Day to day that means work like this: 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. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

Licensed Loan Officer Assistant
Loan Analyst
Loan Processor
Mortgage Loan Processor
Closer
Loan Clerk
Loan Closer
Loan Originator
Mortgage Broker
Mortgage Processor
Closing Agent
Closing Coordinator
Commercial Loan Processor
Consumer Loan Processor
Credit Clerk
Disbursement Clerk
Document Coordinator
Document Processor

O*NET records 37 titles for this occupation in total.

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

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.
File and maintain loan records.
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
Check value of customer collateral to be held as loan security.
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.
Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.

18 tasks are recorded in total; these are the most central.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

Verify and examine information and accuracy of loan application and closing documents, for [who or what it served], at [what volume].
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts, for [who or what it served], at [what volume].
Record applications for loan and credit, loan information, and disbursements of funds, using computers, for [who or what it served], at [what volume].
Submit loan applications with recommendation for underwriting approval, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

Accounting software
Automated financial software
Automated underwriting software
Credit reporting software
Desktop publishing software
Encompass software
Fannie Mae Desktop Underwriter
Lending software systems
Loan tracking software
Microsoft Access
Microsoft Dynamics
Microsoft Excel
Microsoft Office software
Microsoft Outlook

21 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

Computer inkjet printers
Copy machines
Document scanners
Laptop computers
Laser facsimile machines
Personal computers
Printing calculators

Skills an ATS reads for

Worth naming only if they are genuinely yours. Keyword overlap is one input to a resume's score, not a verdict.

type documents
schedule appointments

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

01Active Listening
02Speaking
03Reading Comprehension
04Critical Thinking
05Writing
06Complex Problem Solving
07Active Learning
08Judgment and Decision Making
09Social Perceptiveness
10Time Management

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

Customer and Personal Service
English Language
Administrative
Computers and Electronics
Law and Government
Mathematics

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

43%High School Diploma, or the equivalent
38%Bachelor's Degree
12%Post-Secondary Certificate, awarded for training completed after high school

What level this role is pitched at

O*NET places this occupation in “Medium Preparation Needed”. Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

Common questions

What does a Loan Interviewers and Clerk do?: 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. Day to day that includes work like verify and examine information and accuracy of loan application and closing documents and Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
What skills should a Loan Interviewers and Clerk put on a resume?: O*NET rates Active Listening, Speaking, Reading Comprehension, Critical Thinking, and Writing among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a Loan Interviewers and Clerk list?: Software recorded for this occupation includes Accounting software, Automated financial software, Automated underwriting software, Credit reporting software, and Desktop publishing software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover Loan Interviewers and Clerk work?: O*NET records 37 titles for this occupation, including Licensed Loan Officer Assistant, Loan Analyst, Loan Processor, and Mortgage Loan Processor. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a Loan Interviewers and Clerk need?: In O*NET's survey of people doing this job, 43% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a Loan Interviewers and Clerk role?: No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.