Loan Officers, task by task.
The work this job is made of, grouped and scored on how much of its output software can produce today, then linked to what addresses it. What is left over is the job. The full activity list is underneath.
Also filed here72
- lender
- underwriter
- bank officer
- loan adviser
- loan analyst
- loan auditor
- loan officer
- branch banker
- loan approver
- loan examiner
- loan reviewer
- escrow officer
- loan counselor
- business banker
- and 58 more
- SOC code
- 13-2072.00
- Activities scored
- 6
- In O*NET
- 25 activities
- Activities an agent can take on
- 5
- Grounded in
- O*NET 30.3
The tasks · Loan OfficersSOC 13-2072.00
Financial analysis and credit assessmentWhat can do this →
88% agentMostly automatable
Document preparation and reportingWhat can do this →
85% agentMostly automatable
Payment schedule computationWhat can do this →
82% agentMostly automatable
Customer correspondence and supportWhat can do this →
64% agentPartly automatable
Financial education and advisoryWhat can do this →
64% agentPartly automatable
Loan authorization and approvalWhat can do this →
25% you keepBarely automatable
The team5 agents 5 need no setup
Credit Analysis Agent
Microsoft Excel · Credit and risk analysis software · Credit underwriting software
No integration needed
Document Generation Agent
Microsoft Word · Microsoft Excel · Microsoft Access
No integration needed
Customer Service Agent
Microsoft Outlook · Email · Chat
No integration needed
Payment Calculator Agent
Microsoft Excel · Amortization loan software
No integration needed
Financial Advisory Agent
Microsoft PowerPoint · Microsoft Word · Docs
No integration needed
You keep this
Final loan approval decisions within authority limitsLegal accountability for loan decisions and complianceHigh-stakes client relationship ownership and trust-buildingPolicy setting and credit line establishment
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.
The full activity list
All 25 detailed work activities O*NET records for Loan Officers, grouped by how much of each one software can take on. Every row has its own page.
Mostly automatable 14
Partly automatable 8
Barely automatable 3
| Activity | Jobs |
|---|---|
| Supervise employees | 57 |
| Establish organizational guidelines or policies | 13 |
| Authorize financial actions | 5 |