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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.

About This Test: This test will take most candidates approximately 45-60 minutes. It consists of 2 parts:

  • An untimed personality assessment
  • An untimed General Cognitive Aptitude Test (includes verbal, numerical, and abstract reasoning)

What the Report Gives You: A graphical display of personality trait scores, feedback regarding strengths and developmental concerns, explanation of aptitude results and suggested interview questions.

Testing Process:

  • Immediate score report upon completion.
  • Proctoring desirable but not required.
  • The use of mobile phones is discouraged.

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.

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.

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:

Less Desirable Behaviors Test Content Desirable Behaviors
Slow learner, overwhelmed with complexity General Cognitive Aptitude Quick learner, handles challenging tasks well
Argumentative, critical, demeaning Agreeableness Pleasant, easy going, respectful
Timid, lacks courage to confront difficult subjects Assertiveness Willing to present their opinion and debate various options
Fails to live up to promises Conscientiousness / Dependability Reliable, dependable
Not service minded Customer Service Orientation Enjoys serving people
Dislikes detailed tasks Detail Mindedness Enjoys making sure details are in place
Overreacts to stress, gets upset easily Emotional Stability / Resilience / Maturity Calm, level-headed, handles stress well
Direct, blunt, revealing Image Management & Self Presentation Diplomatic, interpersonally sensitive
Bends rules to suit own purposes Integrity / Trustworthiness Strong moral code
Insensitive to others emotional state Interpersonal Sensitivity Aware of other people’s emotional state, empathetic
Finds fault easily, negative attitudes Optimism / Enthusiasm Believes In positive future, good motivator
Wants to focus primarily on the product Relationship Sales Wants to build a customer relationship in order to sell the product
Waits for someone else to supply information Self-Directed Learning Confident of own decisions
Prefers working on own Teamwork Orientation Enjoys collaborative work
Does the minimum Work Drive Willing to go the extra mile

Validity Information: Click here to view RA's Technical Manual for details about test dimension development, reliability & validity.


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$35.00

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+$10

For an additional $10, add our Career Development Report (CDR). This feedback report is suitable to share with your candidate. See a Sample CDR Report.

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