The tasks · Loan Interviewers and ClerksSOC 43-4131.00
Verify loan documents and data accuracyWhat can do this →
88% · agentMostly automatable
Compile and prepare loan documentationWhat can do this →
87% · agentMostly automatable
Calculate and review loan financialsWhat can do this →
85% · agentMostly automatable
Maintain loan records and filesWhat can do this →
82% · agentMostly automatable
Contact customers regarding application statusWhat can do this →
58% · agentPartly automatable
Negotiate credit extensions and termsWhat can do this →
22% · you keepBarely automatable
The team5 agents · 5 need no setup
Document Verification Agent
Microsoft Excel · Automated underwriting software · Credit reporting software
● No integration needed
Loan Documentation Agent
Microsoft Word · Microsoft Excel · Lending software systems
● No integration needed
Financial Calculation Agent
Microsoft Excel · Automated financial software · Sheets
● No integration needed
Records Management Agent
Microsoft Access · Loan tracking software · Lending software systems
● No integration needed
Customer Communication Agent
Microsoft Outlook · Email · Lending software systems
● No integration needed
You keep this
Approve final underwriting recommendations and loan decisionsNegotiate high-stakes credit extensions and workout arrangementsConduct in-person mortgage closings and witness signaturesOwn legal accountability for loan compliance and regulatory adherence
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
