How to hire loan interviewers and clerks
A job description you can copy, interview questions tied to the real work, and what to pay. Free.
Job description template
Copy it, fill in the brackets, and remove anything that does not fit your job. Keep only must-haves you would really turn someone away for.
[Job title] at [Company name] [City, State] · [Full-time / Part-time] · [Pay range] About the role [Two or three sentences about your team, the work and why it matters.] What you will do • Answer questions and advise customers regarding loans and transactions. • Check value of customer collateral to be held as loan security. • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications. • Interview loan applicants to obtain personal and financial data and to assist in completing applications. • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers. • Record applications for loan and credit, loan information, and disbursements of funds, using computers. • Submit loan applications with recommendation for underwriting approval. • Verify and examine information and accuracy of loan application and closing documents. What you bring • [Required license, certification or years of experience, if any] • [Education, only if you truly need it. Typical to start in this job: High school diploma or equivalent] • Strong active listening, speaking, reading comprehension, critical thinking, writing and active learning skills • Working knowledge of customer and personal service, English Language and administrative • [Anything else you would really turn someone away for] Pay and benefits [Pay range]. For reference, the U.S. median for this job is $24.05 an hour ($50,020 a year). [Benefits, schedule and anything else candidates should know.] How to apply [Apply on JAI Bot. Every applicant hears back.]
Interview questions for loan interviewers and clerks
Ask every candidate the same questions, in the same order, and write down what they say. Questions about past work show what someone has actually done.
- Tell me about a time you had to answer questions and advise customers regarding loans and transactions. What did you do, and how did it turn out?
- Tell me about a time you had to check value of customer collateral to be held as loan security. What did you do, and how did it turn out?
- Tell me about a time you had to contact customers by mail, telephone, or in person concerning acceptance or rejection of applications. What did you do, and how did it turn out?
- Tell me about a time you had to interview loan applicants to obtain personal and financial data and to assist in completing applications. What did you do, and how did it turn out?
- Tell me about a time you had to understand a request or problem that was explained poorly. How did you make sure you got it right?
- Explain something technical from your last job as you would to a new coworker.
- Tell me about written instructions, a policy or a manual you had to follow closely. How did you make sure you followed it correctly?
- Why this job, and why now? What would make you stay here for the long term?
Good answers name a real situation, what the person did themselves and what happened. Avoid questions about age, family plans, religion, health, national origin or anything else unrelated to the job.
What loan interviewers and clerks do
- Answer questions and advise customers regarding loans and transactions.
- Check value of customer collateral to be held as loan security.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- Verify and examine information and accuracy of loan application and closing documents.
Skills that matter most
Education, experience and outlook for loan interviewers and clerks
- Typical education to start: High school diploma or equivalent (BLS)
- Related work experience most have: 2 to 4 years (O*NET)
- Training on the job: Short-term on-the-job training (BLS)
- Job outlook: -2.4% over ten years, declining · about 10,500 openings a year (BLS)
What to pay loan interviewers and clerks
Pay depends a lot on where the job is. Highest and lowest median yearly pay by state:
| State | Median yearly pay |
|---|---|
| Maryland | $59,430 |
| Connecticut | $58,980 |
| Massachusetts | $58,940 |
| New Jersey | $58,760 |
| Washington | $58,740 |
| West Virginia | $42,490 |
| Alabama | $40,300 |
| Mississippi | $39,120 |
See loan interviewers and clerks pay in every state
Related hiring guides
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- Correspondence Clerks
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- Credit Authorizers, Checkers, and Clerks
- Customer Service Representatives
- Eligibility Interviewers, Government Programs
- File Clerks
- Hotel, Motel, and Resort Desk Clerks
- Interviewers, Except Eligibility and Loan
- Library Assistants, Clerical
Post this job on JAI Bot. Free to start: JAI Bot reads every applicant against your must-haves, shows the resume evidence behind each one, and helps you reply to everyone. People make every decision.
Post a job freePay by areaJob duties and skills: O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. JAI Bot has modified this information; USDOL/ETA has not approved, endorsed, or tested these modifications. Pay: U.S. Bureau of Labor Statistics OEWS, May 2025. Interview questions and the job description template: JAI Bot, based on the duties and skills above.