Loan Processing Assistant

Surprise Insights; Town of Texas (WI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Performance incentives

Growth opportunities

AI-assisted screening

Job summary

A financial services company in Wisconsin is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. This entry-level role will involve organizing applicant documents, verifying details, and coordinating with team members for missing information. Candidates should possess strong organizational, documentation, and communication skills. There is a growth path into Loan Processor or Underwriting roles, and performance incentives are included for this position.

Qualifications

• 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.

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 document requests.

Skills

Organizational skills

Documentation skills

Communication skills

Proficient with Excel

Familiarity with CRM or loan processing systems

Tools

Excel

CRM/Loan system

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. 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.