Loan Processing Associate — Path to Underwriting

Surprise Insights; New York (NY); On-site; USD 55,000 - 62,000; Full time

Job summary

A financial services firm in New York seeks a Loan Processing Assistant to support the loan application process. This role involves verifying the accuracy of applicant files and coordinating with multiple parties to ensure all documents are complete. Ideal candidates will possess strong organizational skills, a basic understanding of loan processes, and proficiency in documentation tools. Benefits include performance incentives and potential growth opportunities in loan processing or underwriting.

Qualifications

• Strong organizational skills are essential for document management.
• Ability to handle confidential information is critical.
• Basic understanding of loan processes required for effective processing.
• Proficiency in Excel and loan processing systems is a must.
• Excellent communication skills necessary for coordination.

Responsibilities

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

Skills

Strong organizational and documentation skills

Ability to handle confidential information

Basic understanding of loan processes and financial documentation

Proficient with Excel and CRM or loan processing systems

Excellent communication skills

Job description

A financial services firm in New York seeks a Loan Processing Assistant to support the loan application process. This role involves verifying the accuracy of applicant files and coordinating with multiple parties to ensure all documents are complete. Ideal candidates will possess strong organizational skills, a basic understanding of loan processes, and proficiency in documentation tools. Benefits include performance incentives and potential growth opportunities in loan processing or underwriting.