Loan Processing Assistant

Future Sign CO.,LTD; Town of Texas (WI); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Performance incentives

Career growth opportunities

Job summary

A financial services company is seeking a Loan Processing Assistant in Wisconsin. This full-time role involves organizing and verifying loan application documents, maintaining accuracy, and liaising with applicants and underwriters. Ideal candidates will demonstrate strong organizational skills, proficiency in Excel, and an understanding of loan processes. Experience with CRM or loan processing systems is beneficial. The position offers entry-level salary with performance incentives and growth opportunities into advanced roles.

Qualifications

• Entry-level role requiring strong organizational skills and openness to learning.
• Applicants must handle sensitive information with confidentiality.
• Familiarity with financial documentation and loan processes is advantageous.

Responsibilities

• Collect and verify applicant documents for loan processing.
• Maintain logs and update application statuses accurately.
• Coordinate with various parties to gather missing information.

Skills

Strong organizational and documentation skills

Ability to handle confidential information with care

Basic understanding of loan processes

Proficient with Excel

Excellent communication skills

Tools

CRM systems

Loan processing systems

Job description

2 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.

Hiring Process Information

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