Loan Processing Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Performance incentives

Growth opportunities in the financial field

Benefits depending on employer

Job summary

A financial services company in New York seeks a Loan Processing Assistant to support the documentation and verification of loan applications. You will be responsible for collecting and organizing applicant documents, verifying loan details for accuracy, and maintaining application statuses. Ideal candidates should have strong organizational skills, a basic understanding of loan processes, and proficiency in using Excel. This entry-level position offers salary with performance incentives and potential growth into Loan Processor or Underwriting roles.

Qualifications

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

Responsibilities

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

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes

Proficient with Excel

Excellent communication skills

Tools

CRM systems

Loan processing systems

Loan processing software

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.

Credit Score Requirement

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

Compensation

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

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.