43-4131.00 · Task explorer
Loan Interviewers and Clerks: reported tasks and exploration worksheet
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.
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Read the task inventory
This source lists 18 tasks, including 18 marked Core and 0 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2026.
18 tasks shown
Core · Task 11292 · 08/2026 · Incumbent
Interview loan applicants to obtain personal and financial data and to assist in completing applications.
Core · Task 11294 · 08/2026 · Incumbent
Answer questions and advise customers regarding loans and transactions.
Core · Task 11305 · 08/2026 · Incumbent
Submit loan applications with recommendation for underwriting approval.
Core · Task 11291 · 08/2026 · Incumbent
Verify and examine information and accuracy of loan application and closing documents.
Core · Task 11296 · 08/2026 · Incumbent
Record applications for loan and credit, loan information, and disbursements of funds, using computers.
Core · Task 11300 · 08/2026 · Incumbent
Check value of customer collateral to be held as loan security.
Core · Task 11295 · 08/2026 · Incumbent
Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
Core · Task 11297 · 08/2026 · Incumbent
Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
Core · Task 11306 · 08/2026 · Incumbent
Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
Core · Task 11304 · 08/2026 · Incumbent
Accept payment on accounts.
Core · Task 11298 · 08/2026 · Incumbent
Present loan and repayment schedules to customers.
Core · Task 11293 · 08/2026 · Incumbent
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Core · Task 11303 · 08/2026 · Incumbent
Schedule and conduct closings of mortgage transactions.
Core · Task 11307 · 08/2026 · Incumbent
Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
Core · Task 11308 · 08/2026 · Incumbent
Establish credit limits and grant extensions of credit on overdue accounts.
Core · Task 11299 · 08/2026 · Incumbent
Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
Core · Task 11302 · 08/2026 · Incumbent
File and maintain loan records.
Core · Task 11301 · 08/2026 · Incumbent
Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
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