Loan Interviewers and Clerks

Does not pass

• Verify and examine information and accuracy of loan application and closing documents.

  reason given most often: no existing check settles it, and a failure is too expensive · 8.6% of the role's time · $731M · passed by Claude Sonnet · the models disagreed

• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

  reason given most often: no existing check settles it · 8.0% of the role's time · $684M · waiting on a check

• Answer questions and advise customers regarding loans and transactions.

  reason given most often: no existing check settles it · 7.5% of the role's time · $639M

• Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.

  reason given most often: no existing check settles it, and a failure is too expensive · 6.7% of the role's time · $575M · passed by Claude Sonnet · the models disagreed

• File and maintain loan records.

  physical work, outside the screen · 6.7% of the role's time · $569M

• Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 6.6% of the role's time · $565M · passed by Claude Sonnet · the models disagreed

• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

  physical work, outside the screen · 5.8% of the role's time · $493M

• Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 5.5% of the role's time · $466M · passed by Gemini 3.1 Pro · the models disagreed

• Present loan and repayment schedules to customers.

  reason given most often: no existing check settles it · 5.4% of the role's time · $462M · passed by Claude Sonnet · the models disagreed

• Submit loan applications with recommendation for underwriting approval.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 5.4% of the role's time · $460M

• Interview loan applicants to obtain personal and financial data and to assist in completing applications.

  reason given most often: no existing check settles it · 5.3% of the role's time · $450M · waiting on a check

• Check value of customer collateral to be held as loan security.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 4.5% of the role's time · $382M

• Accept payment on accounts.

  physical work, outside the screen · 4.1% of the role's time · $347M

• Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.4% of the role's time · $292M · passed by Claude Sonnet · the models disagreed

• Schedule and conduct closings of mortgage transactions.

  physical work, outside the screen · 3.0% of the role's time · $253M

• Establish credit limits and grant extensions of credit on overdue accounts.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.6% of the role's time · $221M