Loan Processing & Documentation Associate

Surprise Insights; Town of Florida (NY); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Performance incentives

Growth opportunities

Job summary

A financial services company in the United States is seeking a Loan Processing Assistant. This entry-level role involves supporting the preparation, documentation, and verification of loan applications. Key responsibilities include collecting and reviewing applicant documents, verifying loan details, and coordinating with loan officers. Strong organizational skills and proficiency with Excel and CRM systems are essential. The position offers performance incentives and growth opportunities into Loan Processor or Underwriting roles.

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, underwriters, and applicants.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups and document requests.

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 the United States is seeking a Loan Processing Assistant. This entry-level role involves supporting the preparation, documentation, and verification of loan applications. Key responsibilities include collecting and reviewing applicant documents, verifying loan details, and coordinating with loan officers. Strong organizational skills and proficiency with Excel and CRM systems are essential. The position offers performance incentives and growth opportunities into Loan Processor or Underwriting roles.