Loan Interviewers and Clerks, task by task.

The 17 activities O*NET records for this job, each linked to what software can take on. The scored breakdown for this one is still generating.

Also filed here40

closer
loan clerk
loan closer
post closer
credit clerk
investigator
loan analyst
closing agent
loan assistant
loan expeditor
loan inspector
loan processor
loan secretary
mortgage clerk
and 26 more

The full activity list

All 17 detailed work activities O*NET records for Loan Interviewers and Clerks, grouped by how much of each one software can take on. Every row has its own page.

Mostly automatable 11

Mostly automatable activities for Loan Interviewers and Clerks
Activity	Jobs
Compile data or documentation	31
Prepare documentation for contracts, transactions, or regulatory compliance	28
Maintain financial or account records	25
Interview employees, customers, or others to collect information	23
Verify accuracy of financial or transactional data	17
Calculate financial data	13
Obtain personal or financial information about customers or applicants	12
Determine the value of goods or services	11
Prepare business correspondence	8
Type documents	8
Arrange insurance coverage	6

Partly automatable 5

Partly automatable activities for Loan Interviewers and Clerks
Activity	Jobs
Collect deposits, payments or fees	27
Schedule appointments	20
Provide notifications to customers or patrons	12
Discuss account status or activity with customers or patrons	10
Monitor financial information	6

Barely automatable 1

Barely automatable activities for Loan Interviewers and Clerks
Activity	Jobs
Negotiate financial arrangements	5