Loan Interviewer


A Short Version of this test is available.   What's the Difference?

Candidates typically need about 45 minutes to complete our full-length job-specific assessments. Our short versions take less than half that time. Like our standard assessments, these tests are based on the U.S. Government Occupational Information Network (O*Net). They do not contain the animated simulation module, however, though they still provide valuable information about all critical performance-related dimensions. Additionally, the short versions optionally include 1-2 virtual video interview questions! Click below for more information:

Loan Interviewer (Short)

Loan Interviewer

Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

Top activities and tasks for this job:
  • Working with Computers
  • Verify and examine information and accuracy of loan application and closing documents.
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
  • Record applications for loan and credit, loan information, and disbursements of funds, using computers.
  • Submit loan applications with recommendation for underwriting approval.
  • Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
  • File and maintain loan records.
  • Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.

About the test (Full Version)

The HR Avatar Loan Interviewer Pre-Employment Assessment was designed to help you hire staff in this role. The test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Loan Interviewer test includes an animated work simulation in which candidates meet customers, colleagues and supervisors in a job-related context. Post-test surveys indicate the majority of candidates react favorably to these simulations. This test also contains an automatically-scored essay component. Writing is a key skill for many jobs and also demonstrates the ability to generate, organize, and communicate relevant ideas effectively.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking and Attention to Detail
  Knowledge and Skills
  • Banking Fundamentals
  • Writing
  • Adaptability
  • Drive
  • Integrity
  • Resilience
  • Teamwork
  Emotional Intelligence
  • Empathy and Emotional Self-Control
Behavioral History
  • History Survey - Performance
  • History Survey - Tenure

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language:English (US)
Time to Complete:40 Minutes (Approximately)
O*Net SOC Code:43-4131.00
Simulation Context:Medium-Level Business Finance
O*Net Context:Office and Administrative Support
More information about this Job
Annual US Wages (2023)
Bottom 10%:
$35,010 or less
Bottom 25%:
$39,270 or less
$47,380 (Average)
Top 25%:
$57,150 or more
Top 10%:
$63,070 or more

Hourly US Wages (2023)
Bottom 10%:
$16.83 or less
Bottom 25%:
$18.88 or less
$22.78 (Average)
Top 25%:
$27.48 or more
Top 10%:
$30.32 or more

US Employment Statistics
2032 (projected):
Annual U.S. Job Openings:20,000

Top Knowledge Requirements
  • Customer and Personal Service
  • English Language
  • Administrative
  • Computers and Electronics
  • Law and Government
  • Mathematics
  • Administration and Management
  • Education and Training
Top Skills
  • Active Listening
  • Speaking
  • Reading Comprehension
  • Critical Thinking
  • Writing
  • Complex Problem Solving
  • Judgment and Decision Making
  • Social Perceptiveness
Top Abilities
  • Written Comprehension
  • Oral Comprehension
  • Speech Clarity
  • Speech Recognition
  • Oral Expression
  • Near Vision
  • Problem Sensitivity
  • Information Ordering
Education Requirements
High School Diploma:
Post-Secondary Certificate:
Associate's Degree (2 yr):
Bachelor's Degree:
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
6 Months - 1 Year:
1 - 2 Years:
2 - 4 Years:
4 - 6 Years:
6 - 8 Years:
This graphic shows the percentage of people in this role whose related work experience before they entered this position falls into each category.

Alternate Titles for this Role: Closer, Closing Agent, Closing Coordinator, Credit Clerk, Disbursement Clerk, Document Coordinator, Document Processor, Investigator, Licensed Loan Officer Assistant, Loan Analyst, Loan Assistant, Loan Clerk, Loan Closer, Loan Documentation Specialist, Loan Expeditor, Loan Inspector, Loan Interviewer, Loan Originator, Loan Processor, Loan Representative, Loan Secretary, Mortgage Broker, Mortgage Clerk, Mortgage Closing Clerk, Mortgage Loan Assistant, Mortgage Loan Closer, Mortgage Loan Interviewer, Mortgage Loan Processing Clerk, Mortgage Loan Processor, Mortgage Processing Clerk, Mortgage Processor, Post Closer

Related Jobs based on Skills & Abilities: Loan Officers, Credit Authorizers, Checkers, and Clerks, Credit Analysts, Credit Counselors, Bill and Account Collectors, Bookkeeping, Accounting, and Auditing Clerks, New Accounts Clerks, Brokerage Clerks, Insurance Claims and Policy Processing Clerks, Tellers, Billing and Posting Clerks, Securities, Commodities, and Financial Services Sales Agents, Personal Financial Advisors, Eligibility Interviewers, Government Programs, Financial Managers, Insurance Sales Agents, Financial Examiners, Tax Examiners and Collectors, and Revenue Agents, Tax Preparers, Customer Service Representatives

(Internal Use) pid=6198, CTB Direct Test

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"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"

Activities performed during the Test
  • Complete cost-analysis of in-house and out-sourced work.
  • Analyze feedback and recommend steps to increase employee participation.
  • Determine whether to lease or buy equipment.
  • Review incentive financing.
  • Make a purchasing recommendation.

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