Job Check

Loan Interviewers and Clerks

US evidence · AI already used for 1 of 10 main tasks · Check another job

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.

10 main tasks · most important first

Your main tasks and AI

Importance
  1. 01Interview loan applicants to obtain personal and financial data and to assist in completing applications.People already use AI for this at work
  2. 02Answer questions and advise customers regarding loans and transactions.AI could speed this up, with extra tools
  3. 03Submit loan applications with recommendation for underwriting approval.AI could speed this up, with extra tools
  4. 04Verify and examine information and accuracy of loan application and closing documents.AI could speed this up, with extra tools
  5. 05Record applications for loan and credit, loan information, and disbursements of funds, using computers.AI could speed this up a lot
  6. 06Check value of customer collateral to be held as loan security.AI could speed this up, with extra tools
  7. 07Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.AI could speed this up, with extra tools
  8. 08Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.AI could speed this up a lot
  9. 09Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.AI could speed this up, with extra tools
  10. 10Accept payment on accounts.AI could speed this up, with extra tools

Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.

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Checked O*NET 31.0, August 2026Corrections