Loan Processing Assistant

Surprise Insights; Town of Florida (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

A financial services company is seeking a Loan Processing Assistant in Florida, United States. The role includes supporting loan applications through document collection, verification, and coordination with various stakeholders. The ideal candidate should possess strong organizational and communication skills, and be proficient in Excel. Entry-level salary with performance incentives and growth opportunities into processing or underwriting roles are offered. A credit check is required prior to interview scheduling.

Qualifications

• Strong organizational skills and attention to detail.
• Ability to manage sensitive borrower data securely.
• Proficiency in Excel and familiarity with loan processing systems.
• Proficient with Excel and CRM/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 communication with loan officers and applicants.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups, document requests, and internal reports.

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Excellent communication skills

Basic understanding of loan processes

Proficient with Excel and CRM

Communication skills

Tools

CRM software

Loan processing software

Job description

Loan Processing Assistant

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 and Background Check

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

AI Hiring Process

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.

Senior Level

Not Applicable

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Transportation, Logistics, Supply Chain and Storage

Location

Florida, United States