Loan Processing Associate — Path to Underwriting

Surprise Insights; United States; On-site; USD 38,000 - 52,000; Full time

Job summary

A financial services company is seeking a Loan Processing Assistant to support the documentation and verification of loan applications. The ideal candidate will have strong organizational skills and the ability to handle confidential information. Responsibilities include collecting and reviewing applicant documents, verifying loan application details, and preparing files for underwriting. This entry-level position offers a growth path into Loan Processor or Underwriting roles and may involve performance incentives.

Qualifications

• Strong organizational and documentation skills are essential.
• Ability to handle confidential information with care is required.
• Basic understanding of loan processes and financial documentation is needed.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy and completeness.
• Prepare files for underwriting and compliance checks.

Skills

Organizational skills

Documentation skills

Communication skills

Attention to detail

Tools

Excel

CRM or loan processing systems

Job description

A financial services company is seeking a Loan Processing Assistant to support the documentation and verification of loan applications. The ideal candidate will have strong organizational skills and the ability to handle confidential information. Responsibilities include collecting and reviewing applicant documents, verifying loan application details, and preparing files for underwriting. This entry-level position offers a growth path into Loan Processor or Underwriting roles and may involve performance incentives.