Loan Processing Assistant

Surprise Insights; United States; On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Entry-level salary with performance incentives

Growth path into Loan Processor roles

Benefits depend on employer

Job summary

A financial services firm in the United States is seeking a Loan Processing Assistant to ensure accurate and complete loan applications. The role involves organizing and verifying applicant documents, maintaining processing logs, and coordinating with loan officers and underwriters. Ideal candidates will have strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This entry-level position offers room for growth into Loan Processor or Underwriting roles, along with performance incentives.

Qualifications

• Ability to handle confidential information with care.
• Basic understanding of loan processes and financial documentation.

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 internal reports.

Skills

Strong organizational skills

Attention to detail

Excellent communication skills

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.

Additional 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.