Loan Interviewers and Clerks

Office and Administrative Support Occupations · Job Skills & Competencies · SOC 43-4131 · 10 skills

Occupation context

These O*NET tasks describe the occupation. They provide context for this SOC mapping, but do not mean every listed Skill performs every task.

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.

O*NET task statements are shown in their source language (English). Task data excerpted from the O*NET® 29.1 Database (USDOL/ETA) and used under CC BY 4.0.

Representative sources

A bounded sample of popular skills mapped to this occupation, with at most one Skill from each GitHub repository. The complete mapped list follows.

loan-officer-assistant

itgoyo/hermes-skills

综合信贷经理助手，涵盖借款人接待、资格预审、文件收集、流水线管理、合规追踪、利率报价和过户协调，适用于住宅、商业和消费信贷。

client-communication

alexclowe/awesome-claude-cowork-plugins

Borrower education, rate explanations, closing process walkthroughs, and milestone updates

loan-interviewer-clerk

wonsukchoi/domain-experts

Use when a task needs the judgment of a loan interviewer/processor — verifying a loan application's document completeness against investor guidelines, tracking and clearing underwriting conditions, sourcing a large deposit or gap in employment history, or drafting a conditions-needed letter to a borrower. Distinct from loan-officer (owns qualification math, product structuring, and disclosure-timing decisions) — this role verifies and assembles the file loan-officer and underwriting rely on, it doesn't qualify or price the loan.

cross-document-verification

Build cross-document verification rule-skills and workflows — i.e., rules where the verdict depends on facts that appear in MORE than one document. Use when authoring or distilling a rule that requires comparing entities/values across documents in a case (main contract + appendices, loan application + income certificate + bank statement, etc.). Covers what the rule definition must specify (source-doc → entity → target-doc → entity → consistency level), how the resulting check.py/workflow walks the case, contradiction types to handle, and severity classification. Distinct from `compliance-judgment` (within-doc rules); KC is the builder, not the executor.

All mapped skills

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Skill names and descriptions remain in the language supplied by their source repository.

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loan-officer-assistant

itgoyo/hermes-skills

综合信贷经理助手，涵盖借款人接待、资格预审、文件收集、流水线管理、合规追踪、利率报价和过户协调，适用于住宅、商业和消费信贷。

client-communication

alexclowe/awesome-claude-cowork-plugins

Borrower education, rate explanations, closing process walkthroughs, and milestone updates

loan-interviewer-clerk

wonsukchoi/domain-experts

Use when a task needs the judgment of a loan interviewer/processor — verifying a loan application's document completeness against investor guidelines, tracking and clearing underwriting conditions, sourcing a large deposit or gap in employment history, or drafting a conditions-needed letter to a borrower. Distinct from loan-officer (owns qualification math, product structuring, and disclosure-timing decisions) — this role verifies and assembles the file loan-officer and underwriting rely on, it doesn't qualify or price the loan.

cross-document-verification

Build cross-document verification rule-skills and workflows — i.e., rules where the verdict depends on facts that appear in MORE than one document. Use when authoring or distilling a rule that requires comparing entities/values across documents in a case (main contract + appendices, loan application + income certificate + bank statement, etc.). Covers what the rule definition must specify (source-doc → entity → target-doc → entity → consistency level), how the resulting check.py/workflow walks the case, contradiction types to handle, and severity classification. Distinct from `compliance-judgment` (within-doc rules); KC is the builder, not the executor.

ocean-bank-deal-docs

jndewey/Practicev2

Generate Bank commercial real estate loan documents from a Credit Approval Summary (CAS). Use this skill whenever the user asks to generate, draft, or produce loan documents, commitment letters, promissory notes, mortgages, or any Bank closing documents from a CAS. Also trigger when the user references a CAS file, asks to "run" a deal, or mentions Bank document automation. This skill edits Word templates via tracked changes — it does NOT generate documents from scratch.

agency-loan-officer-assistant

anavvanzin/Research

Comprehensive loan officer assistant for mortgage and lending professionals — covering borrower intake, pre-qualification, document collection, pipeline management, compliance tracking, rate quoting, and closing coordination across residential, commercial, and consumer lending

pre-approval-email

AStyer8345/adam-styer-skills

Drafts a congratulatory pre-approval email to a borrower via Outlook (Zapier). Adam uploads a pre-approval letter PDF — Claude extracts key fields and populates the hardcoded HTML template, then creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "pre-approval email", "send pre-approval", "draft pre-approval email", "pre-approval letter email", "borrower got approved", "got pre-approved — send them the email", or uploads a pre-approval letter PDF and wants to draft the borrower email. Also trigger on phrases like "pre-approval email for [name]", "send [name] their pre-approval email", "[name] is pre-approved send the email", or "preapproval email".

identity-verification

hpsgd/turtlestack

Verify that a named individual is who they claim to be, or resolve ambiguity between people sharing a name. Anchors on verifiable claims and cross-references independently. Writes a conforming report (per report-conventions) to <engagement_dir>/identity-verification/<lastname>-<firstname>.md. Requires authorisation gate.

knowledge-curator

jb-612/mortgage_concierge

Manage bank docs and loan tracks in the knowledge base

mortgagetasksai

laudoluxDev/lawtasksai-api

Access 80+ AI-powered skills for mortgage loan officers, processors, and underwriters. Use when: user asks about borrower intake, loan applications, pre-approval, underwriting, closing disclosures, TRID compliance, pipeline management, appraisals, or any mortgage lending administration task.

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