Loan Officer Test

Pre-Employment Test

Purpose: RA’s Loan Officer Test screens for best-fit employees who will be responsible for evaluating loan documents and selling loan products to your organization’s borrowers, either remotely, over the phone or face-to-face in a banking environment.

When to use it: The Loan Officer Test should be used to hire sales professionals with excellent communications skills who are also detail-minded, customer-centered and able to work effectively in cross-functional teams. The most successful L.O.’s will be money-motivated and willing to follow up on all leads in the sales pipeline, from loan opening through closing and funding. Their ability to build relationships with your customers will help gain referrals, as well.

About the Test:

• Includes an untimed, three-part test of general mental ability.
• 16 personality dimensions assessing important and functional traits for the job.

Target group: We recommend using this test for Mortgage Loan Officers, Mortgage Loan Officer Assistants, Loan Originators, Loan Office Assistants, Loan Officer Trainees and Mortgage Advisors.

What the Report Gives You: A graphical display of personality trait and aptitude scores, score interpretation guidance–including a detailed list of strengths and developmental concerns–and suggested interview questions.

Testing Process: Online personality testing can be done from any device with a reliable internet connection. The use of mobile phones is possible but discouraged in favor of a personal computer, laptop or tablet. Test results are provided immediately.

Options: Contact us to learn how we can customize the test content for your hiring process or the way information is presented in the report to meet your specifications.