Loan Officer Test

Consider this test if you need capable and team-oriented L.O.’s who have great sales and organizational skills.

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 this Test: This test has two parts and takes approximately 45-60 minutes to complete.

  • An untimed personality assessment
  • An untimed test of general cognitive aptitude (equally divided among verbal, numerical, and abstract reasoning questions).

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.

Sample Personality Item:

For the statement 
on the left
I feel very strongly about it
I feel it describes me most of the time
I can’t decide between the two statements
I feel it describes me most of the time
I feel very strongly about it
For the statement 
on the right
People at work would say I focus on the upside of plans and downplay the possibility of problems.
People at work would say I always focus on what can go wrong.
Sample Questions for General Cognitive Aptitude Test

Sample verbal reasoning item: House is to dwelling as car is to ____________.

(A) transportation
(B) traveling
(C) speed
(D) automobile
(E) mechanical

Sample numerical reasoning item: Which number comes next in this series? 3 6 9 19 22 25

(A) 32
(B) 35
(C) 52
(D) 15
(E) 28

Sample abstract reasoning item: Which figure would come next in the series?

(Sample questions differ from actual test appearance and do not contain real test content.)

The Loan Officer Test Evaluates:


per candidate    + Add to Cart   

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