Roles · Finance and mortgages

AI loan originator

Records loan applications and disbursements using computers and prepares closing documents for borrowers and sellers.

Patrick Laurent“I record loan applications and prepare documents for borrowers.”An example character, not a real person.
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Loan originator · What it does

Three tasks it takes off your hands

  1. Record applications for loan and credit using computers.
  2. Prepare and type loan applications and closing documents using computers.
  3. Interview loan applicants to obtain personal and financial data.
Where these come from

The tasks of “Loan Interviewers and Clerks” (O*NET 43-4131.00), as O*NET lists them:

  • Record applications for loan and credit, loan information, and disbursements of funds, using computers.
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Interview loan applicants to obtain personal and financial data and to assist in completing applications.

Loan originator · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Access

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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