Loan Processing Assistant — Organize & Prep for Underwriting

Surprise Insights; Town of Florida (NY); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Performance incentives

Growth opportunities in the financial field

Benefits depending on employer

Job summary

A financial services company in New York seeks a Loan Processing Assistant to support the documentation and verification of loan applications. You will be responsible for collecting and organizing applicant documents, verifying loan details for accuracy, and maintaining application statuses. Ideal candidates should have strong organizational skills, a basic understanding of loan processes, and proficiency in using Excel. This entry-level position offers salary with performance incentives and potential growth into Loan Processor or Underwriting roles.

Qualifications

• Strong organizational and documentation skills necessary for processing loans.
• Ability to handle confidential information with utmost care.
• Basic understanding of loan processes and financial documentation.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy.
• Maintain processing logs and update application statuses.
• Coordinate with loan officers and applicants.
• Prepare files for underwriting checks.
• Assist with document requests and reports.

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes

Proficient with Excel

Excellent communication skills

Tools

CRM systems

Loan processing systems

Job description

A financial services company in New York seeks a Loan Processing Assistant to support the documentation and verification of loan applications. You will be responsible for collecting and organizing applicant documents, verifying loan details for accuracy, and maintaining application statuses. Ideal candidates should have strong organizational skills, a basic understanding of loan processes, and proficiency in using Excel. This entry-level position offers salary with performance incentives and potential growth into Loan Processor or Underwriting roles.