Loan Processing Assistant

Surprise Insights; United States; On-site; Full time

Job summary

A financial services company is seeking a Loan Processing Assistant to support the documentation and verification of loan applications. The ideal candidate will have strong organizational skills and the ability to handle confidential information. Responsibilities include collecting and reviewing applicant documents, verifying loan application details, and preparing files for underwriting. This entry-level position offers a growth path into Loan Processor or Underwriting roles and may involve performance incentives.

Qualifications

• Strong organizational and documentation skills are essential.
• Ability to handle confidential information with care is required.
• Basic understanding of loan processes and financial documentation is needed.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy and completeness.
• Prepare files for underwriting and compliance checks.

Skills

Organizational skills

Documentation skills

Communication skills

Attention to detail

Tools

Excel

CRM or 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. 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.