Loan Processing Assistant — Grow Toward Underwriting

Surprise Insights; Town of Florida (NY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Performance incentives

Growth path into loan processing roles

Job summary

A financial services company in New York is looking for a Loan Processing Assistant to support the documentation and verification of loan applications. Key responsibilities include collecting and verifying applicant documents, maintaining logs, and preparing files for underwriting. Ideal candidates will have strong organizational skills, proficiency with Excel, and an understanding of loan processes. This entry-level position offers salary incentives and a potential growth path into loan processing or underwriting roles.

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 and organize applicant documents for review.
• Verify loan application details for accuracy and completeness.
• Maintain processing logs and update application statuses.
• Coordinate with loan officers for missing information.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups and internal reports.

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes

Proficient with Excel and CRM systems

Excellent communication skills

Job description

A financial services company in New York is looking for a Loan Processing Assistant to support the documentation and verification of loan applications. Key responsibilities include collecting and verifying applicant documents, maintaining logs, and preparing files for underwriting. Ideal candidates will have strong organizational skills, proficiency with Excel, and an understanding of loan processes. This entry-level position offers salary incentives and a potential growth path into loan processing or underwriting roles.