Loan Processing Assistant: Start Path to Underwriting

Future Sign CO.,LTD; Town of Florida (NY); On-site; USD 45,000 - 53,000; Full time

Job summary

A leading financial services firm is seeking a Loan Processing Assistant in Florida, United States. The role involves supporting loan applications by ensuring all files are accurate and complete. Key responsibilities include collecting and verifying applicant documents, maintaining processing logs, and preparing files for underwriting review. Ideal candidates will possess strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This position offers entry-level salary along with performance incentives.

Qualifications

• Strong organizational and documentation skills are essential.
• Confidential information must be handled with care.
• Basic understanding of loan processes and documentation is required.
• Proficiency in Excel and CRM systems is necessary.
• Excellent communication skills are a must.

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

Organizational skills

Confidential information handling

Communication skills

Excel proficiency

Basic loan processes understanding

Tools

CRM systems

Loan processing systems

Job description

A leading financial services firm is seeking a Loan Processing Assistant in Florida, United States. The role involves supporting loan applications by ensuring all files are accurate and complete. Key responsibilities include collecting and verifying applicant documents, maintaining processing logs, and preparing files for underwriting review. Ideal candidates will possess strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This position offers entry-level salary along with performance incentives.