Loan Processing Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Performance incentives

Growth opportunities

Job summary

A financial services company in the United States is seeking a Loan Processing Assistant. This entry-level role involves supporting the preparation, documentation, and verification of loan applications. Key responsibilities include collecting and reviewing applicant documents, verifying loan details, and coordinating with loan officers. Strong organizational skills and proficiency with Excel and CRM systems are essential. The position offers performance incentives and growth opportunities into Loan Processor or Underwriting roles.

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, underwriters, and applicants.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups and document requests.

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

Job description

4 days ago Be among the first 25 applicants

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.

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.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Transportation, Logistics, Supply Chain and Storage