Loan Processing Assistant

Future Sign CO.,LTD; Town of Florida (NY); On-site; USD 45,000 - 53,000; Full time

Job summary

A leading financial services firm is seeking a Loan Processing Assistant in Florida, United States. The role involves supporting loan applications by ensuring all files are accurate and complete. Key responsibilities include collecting and verifying applicant documents, maintaining processing logs, and preparing files for underwriting review. Ideal candidates will possess strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This position offers entry-level salary along with performance incentives.

Qualifications

• Strong organizational and documentation skills are essential.
• Confidential information must be handled with care.
• Basic understanding of loan processes and documentation is required.
• Proficiency in Excel and CRM systems is necessary.
• Excellent communication skills are a must.

Responsibilities

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

Skills

Organizational skills

Confidential information handling

Communication skills

Excel proficiency

Basic loan processes understanding

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 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.

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.

Applicant Data Processing

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: Construction

Location

Florida, United States

Salary Range

$45,000.00–$53,000.00 (Florida, United States)