Loan Processing Assistant: Streamline Applications & Compliance

Surprise Insights

California (MO)

On-site

Full time

14 days+

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Benefits offered by this job

Entry-level salary with performance incentives
Benefits depend on employer
Growth path into Loan Processor or Underwriting roles

Job summary

A financial services company in California is looking for a Loan Processing Assistant to support the loan application process. This role includes collecting and organizing applicant documents, verifying details for accuracy, and maintaining logs. Strong organizational skills and proficiency in Excel are essential, along with excellent communication abilities. The role offers entry-level compensation and potential growth into positions such as Loan Processor or Underwriter. A credit check will be required during the application process.

Qualifications

  • Strong organizational and documentation skills are essential.
  • Confidential information must be handled with great care.
  • Basic understanding of loan processes required.

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 for missing information.
  • Prepare files for underwriting and compliance checks.

Skills

Strong organizational and documentation skills
Ability to handle confidential information
Excellent communication skills

Tools

Excel
CRM or loan processing systems

Job description

A financial services company in California is looking for a Loan Processing Assistant to support the loan application process. This role includes collecting and organizing applicant documents, verifying details for accuracy, and maintaining logs. Strong organizational skills and proficiency in Excel are essential, along with excellent communication abilities. The role offers entry-level compensation and potential growth into positions such as Loan Processor or Underwriter. A credit check will be required during the application process.
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