Loan Processing Assistant

Surprise Insights; New York (NY); On-site; USD 55,000 - 62,000; Full time

Job summary

A financial services firm in New York seeks a Loan Processing Assistant to support the loan application process. This role involves verifying the accuracy of applicant files and coordinating with multiple parties to ensure all documents are complete. Ideal candidates will possess strong organizational skills, a basic understanding of loan processes, and proficiency in documentation tools. Benefits include performance incentives and potential growth opportunities in loan processing or underwriting.

Qualifications

• Strong organizational skills are essential for document management.
• Ability to handle confidential information is critical.
• Basic understanding of loan processes required for effective processing.
• Proficiency in Excel and loan processing systems is a must.
• Excellent communication skills necessary for coordination.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy.
• Maintain processing logs and update statuses.
• Coordinate with loan officers and applicants.
• Prepare files for underwriting checks.

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes and financial documentation

Proficient with Excel and CRM or loan processing systems

Excellent communication skills

Job description

Job Overview

We’re looking for a Loan Processing Assistant to support the preparation, documentation, and verification of loan applications. This role ensures all applicant files are accurate, complete, and ready for underwriting review.

Responsibilities

• Collect, review, and organize applicant documents (IDs, bank statements, forms, etc.).
• Verify loan application details for accuracy and completeness.
• Maintain processing logs and update application statuses.
• Coordinate with loan officers, underwriters, and applicants for missing information.
• Prepare files for underwriting and compliance checks.
• Assist with follow‑ups, document requests, and internal reports.

Requirements

• Strong organizational and documentation skills.
• Ability to handle confidential information with care.
• Basic understanding of loan processes and financial documentation.
• Proficient with Excel and CRM or loan processing systems.
• Excellent communication skills.

Compensation

Entry‑level salary with performance incentives. Benefits depend on employer. Growth path into Loan Processor or Underwriting roles.

Credit Score Requirement

Because the role interacts with sensitive borrower data, a credit check and background verification is required before interview scheduling.

AI Hiring Note

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Transportation, Logistics, Supply Chain and Storage

Location

New York, NY, United States

Salary

$55,000.00 – $62,000.00