Loan Interviewers and Clerks
Loan interviewers and clerks process loan applications by interviewing applicants, investigating their financial backgrounds, and verifying references. They prepare loan documents and ensure all paperwork is complete before forwarding findings to the appraisal department. This work takes place primarily in banks, credit unions, and other lending institutions.
Four short assessments and your background, scored against loan interviewers and clerks and 13,000 other careers — with the reasons. Free.
A day in the work
A typical week involves meeting with loan applicants to gather financial information and complete application forms. Clerks verify applicant references, review credit histories, and check employment details. They organize loan documents, ensure all required paperwork is included, and prepare reports summarizing their findings. Administrative tasks include filing, data entry, and coordinating with other departments as applications move through the approval process.
Who this work suits
Holland code CES. Conventional work is organized, detail-oriented work with clear procedures. Aptly’s interest assessment scores you on the same six scales.
People who succeed in this role tend to be organized, detail-oriented, and comfortable following established procedures. You likely enjoy working with people and financial information, and you're motivated by helping others navigate transactions while maintaining accuracy in a business environment.
What it takes
Preparation: Medium preparation (vocational training, an associate degree, or related experience). Most people in this occupation hold a certificate or training program.
Skills that matter most
Knowledge areas
Who is hiring
Openings right now
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- MILITARY PAY CLERK / MILITARY PAY TECHNICIAN · Defense Finance and Accounting Service · Multiple Locations · $36409–$61638
Openings are read from employers’ own career pages and public job boards and change daily. Search all openings (free account) to filter by distance, pay and how well you qualify.
Pay by state
| State | 25th pct | Median | 75th pct | Employed |
|---|---|---|---|---|
| District of Columbia | $65,060 | $77,080 | $80,350 | 140 |
| Maryland | $49,570 | $59,430 | $66,550 | 1,590 |
| Connecticut | $50,000 | $58,980 | $62,660 | 970 |
| Massachusetts | $49,920 | $58,940 | $62,490 | 2,080 |
| New Jersey | $48,620 | $58,760 | $63,040 | 3,620 |
| Washington | $48,720 | $58,740 | $64,640 | 3,290 |
| New York | $48,570 | $58,120 | $64,640 | 4,780 |
| North Carolina | $47,740 | $57,780 | $61,820 | 4,800 |
| Delaware | $47,040 | $57,760 | $63,340 | 950 |
| Oregon | $48,490 | $57,650 | $61,710 | 1,920 |
| California | $47,240 | $57,300 | $63,090 | 14,680 |
| Nevada | $47,540 | $57,070 | $64,720 | 1,520 |
All 50 states, D.C. and Puerto Rico
Certifications people in this field hold
- Accredited Mortgage Professional (AMP) — Mortgage Bankers Association of America
- General Mortgage Associate (GMA) — National Association of Mortgage Brokers
- Certified Mortgage Consultant (CMC) — National Association of Mortgage Brokers
- Certified Residential Mortgage Specialist (CRMS) — National Association of Mortgage Brokers
Training
Aptly members see WIOA-approved programs, colleges and certificates near them, with completion and earnings data, on every Path plan.
Job titles in this occupation
and 5 more
Related occupations
Four short assessments and your background, scored against loan interviewers and clerks and 13,000 other careers — with the reasons. Free.
O*NET-SOC 43-4131.00 · O*NET OnLine. Pay: BLS OEWS May 2025, annual, U.S. Employment counts are national.