Loan Processing Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Performance incentives

Growth path into loan processing roles

Job summary

A financial services company in New York is looking for a Loan Processing Assistant to support the documentation and verification of loan applications. Key responsibilities include collecting and verifying applicant documents, maintaining logs, and preparing files for underwriting. Ideal candidates will have strong organizational skills, proficiency with Excel, and an understanding of loan processes. This entry-level position offers salary incentives and a potential growth path into loan processing or underwriting roles.

Qualifications

• 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.

Responsibilities

• Collect and organize applicant documents for review.
• Verify loan application details for accuracy and completeness.
• Maintain processing logs and update application statuses.
• Coordinate with loan officers for missing information.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups and internal reports.

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes

Proficient with Excel and CRM systems

Excellent communication skills

Communication

Tools

CRM systems

Loan processing software

Excel

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 Tools

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