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How a loan interviewer / clerk can use AI, task by task

O*NET 43-4131.00: Loan Interviewers and ClerksMedian pay $50,020/year (BLS, May 2025)18 tasksJob Zone 3: Medium preparation

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.

Your job title Type your own title and every prompt on this page updates to match. Also called: Licensed Loan Officer Assistant, Loan Analyst, Loan Assistant, Loan Clerk, Loan Originator, Loan Processor, Loan Representative, Mortgage Broker, Mortgage Loan Processor, Mortgage Processor.

Where AI fits in this job

AI-ready 39%AI-assist 52%Stays human 9%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 7 AI-ready, 9 AI-assist and 2 human-led tasks out of 18. This measures where AI can help, not whether the job will disappear.

Information & paperwork

Thinking & planning

People & communication

Leading & teaching

Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

Answer questions and advise customers regarding loans and transactions.Answer questions · Daily
Interview loan applicants to obtain personal and financial data and to assist in completing applications.Prepare to ask · Daily
Verify and examine information and accuracy of loan application and closing documents.Review & check · Weekly

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.Hands-on work · Weekly
Accept payment on accounts.Hands-on work · Weekly

Skills to build & where you could move ↓

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 7

AI produces a usable first pass. You review it, fix it and own it.

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

Weekly

AI is a tireless first-pass checker.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to verify and examine information and accuracy of loan application and closing documents.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Billing and payment verification

Step 1Pick a real example: the next time you verify and examine information and accuracy of loan application (this week).

Step 2Fill in [Transactions] and [Rules] with the real details, then run the prompt.

Step 3Do your usual review too, and note what AI caught and what it missed. Recompute every total yourself.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · core task · O*NET work activity: Verify accuracy of financial or transactional data..

Record applications for loan and credit, loan information, and disbursements of funds, using computers.

Weekly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to record applications for loan and credit, loan information, and disbursements of funds, using computers.

Context: We use Automated financial software and Microsoft Access.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Account bookkeeping

Step 1Pick a real example: the next time you record applications (this week).

Step 2Fill in [Transactions] and [Accounts] with the real details, then run the prompt.

Step 3Reconcile with the bank statement before closing the month. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · core task · O*NET work activity: Maintain financial or account records..

Submit loan applications with recommendation for underwriting approval.

Weekly

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to submit loan applications with recommendation for underwriting approval.

Context: We use Microsoft Word.
Transaction or account: [describe]
Requirements: [forms, regulations]

List documents needed and draft the correspondence. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Compliance paperwork

Step 1Pick a real example: the next time you submit loan applications (this week).

Step 2Fill in [Transaction or account] and [Requirements] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere. Recompute every total yourself.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · core task · O*NET work activity: Prepare documentation for contracts, transactions, or regulatory compliance..

Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.

Weekly

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 33% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial calculations

Step 1Pick a real example: the next time you calculate, review, and correct errors (this week).

Step 2Fill in [Calculation] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.0/5 · core task · O*NET work activity: Calculate financial data.. Also involves: Verify accuracy of financial or transactional data..

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

Weekly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 54% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.

Context: We use Microsoft Word.
Transaction or account: [describe]
Requirements: [forms, regulations]

List documents needed and draft the correspondence. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Compliance paperwork

Step 1Pick a real example: the next time you prepare and type loan applications (this week).

Step 2Fill in [Transaction or account] and [Requirements] with the real details, then run the prompt.

Step 3Check every fact, name and number against your source before it goes anywhere. Recompute every total yourself.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · core task · O*NET work activity: Prepare documentation for contracts, transactions, or regulatory compliance.. Also involves: Prepare business correspondence.; Type documents..

Schedule and conduct closings of mortgage transactions.

Weekly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to schedule and conduct closings of mortgage transactions.

Context: We use Automated financial software and Microsoft Access.
Services: [types, durations]
Availability: [staff hours]

Design an appointment template with buffers and confirmation messages. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Appointment book template

Step 1Pick a real example: the next time you schedule and conduct closings of mortgage transactions (this week).

Step 2Fill in [Services] and [Availability] with the real details, then run the prompt.

Step 3Set it up in your booking tool.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.2/5 · core task · O*NET work activity: Schedule appointments..

File and maintain loan records.

Weekly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to file and maintain loan records.

Context: We use Automated financial software and Microsoft Access.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Account bookkeeping

Step 1Pick a real example: the next time you file and maintain loan records (this week).

Step 2Fill in [Transactions] and [Accounts] with the real details, then run the prompt.

Step 3Reconcile with the bank statement before closing the month. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.0/5 · core task · O*NET work activity: Maintain financial or account records..

AI can help you prep these 9

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Answer questions and advise customers regarding loans and transactions.

Daily

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to answer questions and advise customers regarding loans and transactions.

Context: We use Microsoft Dynamics and Loan tracking software; the work draws on customer and personal service, administrative and law and government.
Account situation: [billing, overdue, no personal data]
Options: [payment plans, policies]

Write respectful wording and options. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Account conversation

Step 1Pick a real example: the next time you answer questions (today). Leave out names and identifying details.

Step 2Fill in [Account situation] and [Options] with the real details, then run the prompt.

Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.5/5 · core task · O*NET work activity: Discuss account status or activity with customers or patrons..

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

Daily

AI helps you prepare questions; the listening is yours.

Show prompt & steps

Use AI to prepare better questions and to organize your notes afterward. Listening to the person in front of you is yours.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to interview loan applicants to obtain personal and financial data and to assist in completing applications.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
Who I'm interviewing: [vendor, employee, customer, applicant]
Goal: [what I need to learn or decide]

Write 8 open questions in order, follow-ups, and a scoring or notes template. Order the questions sensibly, add follow-ups for vague answers, and give me a note-taking template.

10-minute exercise: Interview guide

Step 1Pick a real example: the next time you interview loan applicants (today). Leave out names and identifying details.

Step 2Fill in [Who I'm interviewing] and [Goal] with the real details, then run the prompt.

Step 3Use the guide and note which questions worked best.

Don't record people or paste their answers into AI without consent and your employer's approval.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.5/5 · core task · O*NET work activity: Interview employees, customers, or others to collect information..

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

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to check value of customer collateral to be held as loan security.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
Goods or services: [crops, merchandise, products]
Data: [cost, quality, market prices]

Recommend a value or price range with reasoning and formulas for mark-up or mark-down. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Value and pricing

Step 1Pick a real example: the next time you check value of customer collateral (this week). Leave out names and identifying details.

Step 2Fill in [Goods or services] and [Data] with the real details, then run the prompt.

Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · core task · O*NET work activity: Determine the value of goods or services..

Present loan and repayment schedules to customers.

Weekly

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to present loan and repayment schedules to customers.

Context: We use Microsoft Dynamics and Loan tracking software; the work draws on customer and personal service, administrative and law and government.
Account situation: [billing, overdue, no personal data]
Options: [payment plans, policies]

Write respectful wording and options. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Account conversation

Step 1Pick a real example: the next time you present loan and repayment schedules (this week). Leave out names and identifying details.

Step 2Fill in [Account situation] and [Options] with the real details, then run the prompt.

Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Discuss account status or activity with customers or patrons..

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

Weekly

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.

Context: We use Microsoft Dynamics and Loan tracking software; the work draws on customer and personal service, administrative and law and government.
Situation: [page, notice]
Venue: [hotel, theatre]

Write short announcement templates. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Paging and notices

Step 1Pick a real example: the next time you contact customers (this week). Leave out names and identifying details.

Step 2Fill in [Situation] and [Venue] with the real details, then run the prompt.

Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Importance 4.3/5 · core task · O*NET work activity: Provide notifications to customers or patrons..

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

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to review customer accounts to determine whether payments are made on time and that other loan terms are being followed.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
What I monitor: [project milestones, overdue accounts, budget lines]
Data: [paste the list]

Show what's late, by how much, and which items need action first. Give spreadsheet formulas for days overdue and totals.

10-minute exercise: Track milestones or accounts

Step 1Pick a real example: the next time you review customer accounts (this week). Leave out names and identifying details.

Step 2Fill in [What I monitor] and [Data] with the real details, then run the prompt.

Step 3Put one formula in your sheet and act on the top item. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.1/5 · core task · O*NET work activity: Monitor financial information..

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

Weekly

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to establish credit limits and grant extensions of credit on overdue accounts.

Context: We use Microsoft Dynamics and Loan tracking software; the work draws on customer and personal service, administrative and law and government.
Situation: [debt, no personal data]
Options: [plans]

Prepare respectful wording and options, then role-play. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Payment arrangement conversation

Step 1Pick a real example: the next time you establish credit limits (this week). Leave out names and identifying details.

Step 2Fill in [Situation] and [Options] with the real details, then run the prompt.

Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.0/5 · core task · O*NET work activity: Negotiate financial arrangements..

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

Weekly

AI gets you up to speed; confirm findings with records or people.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to contact credit bureaus, employers, and other sources to check applicants' credit and personal references.

Context: We use Automated financial software and Automated underwriting software; the work draws on customer and personal service, administrative and law and government.
Purpose: [account, credit, collection, service]
Information required: [list]

List what to collect, allowed sources, legal and privacy rules to follow, and a checklist. Remind me what I must not ask or do.

10-minute exercise: Collect applicant information properly

Step 1Pick a real example: the next time you contact credit bureaus and employers (this week). Leave out names and identifying details.

Step 2Fill in [Purpose] and [Information required] with the real details, then run the prompt.

Step 3Check the rules against your compliance policy.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.9/5 · core task · O*NET work activity: Obtain personal or financial information about customers or applicants..

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

Monthly

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a loan interviewer / clerk. Part of my job is to order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.

Context: We use Automated financial software and Microsoft Access.
Coverage: [loans, exhibits, property]
Details: [values, dates]

Organize requirements and a request. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Insurance arrangements

Step 1Pick a real example: the next time you order property insurance or mortgage insurance policies.

Step 2Fill in [Coverage] and [Details] with the real details, then run the prompt.

Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.3/5 · core task · O*NET work activity: Arrange insurance coverage..

These stay human 2

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Dealing with the public: extremely important · Face-to-face discussions: every day · Contact with others: constant contact with others · Frequency of decisions: every day

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

Weekly

Physical, in-person work. AI helps with checklists and write-ups.

Show prep prompt & steps

Where AI still helps: AI helps around the job: decoding manuals and instructions, pre-job checklists, calculations and writing up what you did afterward.

Prep prompt

I work as a loan interviewer / clerk. Part of my job is to assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

Context: The work draws on customer and personal service, administrative and law and government.
What's involved: [title abstracts, insurance forms, loan forms, and tax receipts: where, when, who's affected]

Make me a step-by-step checklist to assemble and compile documents for loan closings, the details I should double-check before I start, and a 3-line template for noting it's done.

10-minute exercise: Checklist: documents for loan closings

Step 1Before you next assemble and compile documents for loan closings, fill in [What's involved] with the real details.

Step 2Strike any step that doesn't match how your workplace does it, and add what only experience teaches.

Step 3Afterward, note it with the 3-line template and one thing you'd do differently next time. Confirm the rules against the current official source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.2/5 · core task · O*NET work activity: Compile data or documentation..

Accept payment on accounts.

Weekly

Physical, in-person work. AI helps with checklists and write-ups.

Show prep prompt & steps

Where AI still helps: AI helps around the job: decoding manuals and instructions, pre-job checklists, calculations and writing up what you did afterward.

Prep prompt

I work as a loan interviewer / clerk. Part of my job is to accept payment on accounts.

Context: The work draws on customer and personal service, administrative and law and government.
Payments: [fees, deposits]
Rules: [receipts, cash handling]

List collection and deposit steps. Include the tools, materials and safety steps, the measurements or settings to double-check, and a 3-line template for logging the job. Flag anything to confirm in the manufacturer's manual.

10-minute exercise: Collecting payments

Step 1Pick a real example: the next time you accept payment (this week). Leave out names and identifying details.

Step 2Fill in [Payments] and [Rules] with the real details, then run the prompt.

Step 3Check it against the manufacturer's manual and your site rules, and add the steps only experience teaches.

Importance 4.2/5 · core task · O*NET work activity: Collect deposits, payments or fees..

Get the full prompt pack for Loan Interviewers and Clerks

Every task, prompt and 10-minute exercise on this page in one PDF, formatted to print or keep on your desktop. Free.

Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

Active Listeningimportance 4.1/5
Used in: Communicating with People Outside the Organization
Writingimportance 3.6/5
Used in: Documenting/Recording Information
Critical Thinkingimportance 3.8/5
Used in: Getting Information
Reading Comprehensionimportance 3.9/5
Used in: Getting Information

Where you could move

Related jobs from O*NET with the closest skill profile, favouring ones where more of the work stays human. No step down in preparation.

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Insurance Underwriters36% human-led · Needs more preparation · $81,370/yr · usually bachelor's degree
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Bookkeeping, Accounting, and Auditing Clerks15% human-led · Same preparation · $50,670/yr · usually high school diploma
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Getting into this job

High school diploma is most common (43% of workers)

High school or less 43%
Certificate or some college 12%
Associate's 7%
Bachelor's 38%

On-the-job training: 3–6 months
Related experience: 2–4 years

What workers in this job report, from O*NET surveys (typical values).

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft Word