Loan Officers

Benchmarks for the job family

These cover work in finance and accounting, not always this occupation's tasks.

Direct evidence

Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.

• APEX-Accountingby Mercor and RampTask level · Mean Criteria@3

  61.8%Claude Opus 5.5 (Max) · 24 Sep 2026

  Strong
• SpreadsheetBench 2by Renmin University of China, Aptura, AfterQuery and ShortcutTask level · Overall accuracy

  54.5%arito · 13 Sep 2026

  Emerging
• Tax Agent Benchby Vals AITask level · Accuracy

  49.2%Claude Fable 5.1 · 8 Oct 2026

  Emerging

Also relevant

These benchmarks cover part of this family's work, or have no result yet. They do not set its step.

• AutomationBenchby ZapierTask level · Pass rate (task_completed_correctly)

  51.3%Gemini 4 Argon (High) · 30 Sep 2026

  Emerging
• OSWorld 2.0by HKU and Snorkel AIProject level · Binary completion rate (full set, 500 steps)

  44.3%Claude Opus 5 (max, batch tool) · 17 Sep 2026

  Emerging
• SpreadsheetBenchby Renmin University of ChinaTask level · Overall pass@1 (V1, 912 questions)

  83.1%Qingqiu Agent · 23 Jun 2026

  Strong

Context only

These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.

• APEX-Agentsby Mercor, Box and HarveyProject level · Pass@1

  82.4%Gemini 4 Argon (high) · 10 Oct 2026

  Strong
• GDPvalby OpenAIProject level · Wins plus ties against experts

  84.9%GPT-5.5 · Apr 2026

  Strong
• GDPval-AAby Artificial AnalysisProject level · GDPval-AA Elo

  1866 EloClaude Opus 5.5 (Max, Default Fallback) · 10 Oct 2026

  Unrated
• MCP Atlasby Scale AITask level · Pass rate

  88.1%Muse Spark 1.1 · 9 Jul 2026

  Strong

Retired

Their maintainers or a major evaluator stopped using them as a frontier measure. They do not count.

• Finance Agent Benchmarkby Vals AITask level · Accuracy

  64.4%Claude Opus 4.7 · 4 Jun 2026

  Retired

Typical tasks

From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.

• Meet with applicants to obtain information for loan applications and to answer questions about the process.
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
• Submit applications to credit analysts for verification and recommendation.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Review and update credit and loan files.
• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
• Work with clients to identify their financial goals and to find ways of reaching those goals.
• Handle customer complaints and take appropriate action to resolve them.
• Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
• Market bank products to individuals and firms, promoting bank services that may meet customers' needs.