Loan Processing Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company located in New York is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. The ideal candidate will be responsible for collecting and organizing applicant documents, verifying application accuracy, and coordinating with loan officers. Strong organizational and communication skills are essential. This entry-level position offers performance incentives and a pathway to further roles in Loan Processing or Underwriting.

Qualifications

• Ability to handle confidential information with care.
• Strong organizational skills to manage applicant documents.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy.
• Coordinate with loan officers and applicants for missing information.
• Prepare files for underwriting checks.

Skills

Strong organizational and documentation skills

Excellent communication skills

Basic understanding of loan processes

Proficient with Excel

Tools

CRM systems

Loan processing systems

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 completion.
• 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.