Loan Processing & Documentation Specialist

Surprise Insights; New York (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services provider in New York is seeking a Loan Processing Assistant. This entry-level position will support the preparation and verification of loan applications, ensuring accuracy and completeness. Responsibilities include collecting necessary documents, maintaining logs, and coordinating with underwriters and applicants. Candidates should exhibit strong organizational skills and basic knowledge of loan processes. Opportunities for growth into loan processor or underwriting roles are available, alongside performance-based incentives.

Qualifications

• Strong organizational and documentation skills.
• Ability to handle confidential information with care.
• Basic understanding of loan processes.

Responsibilities

• Collect 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 info.
• Prepare files for underwriting.

Skills

Organizational skills

Communication skills

Document management

Tools

Excel

CRM systems

Job description

A financial services provider in New York is seeking a Loan Processing Assistant. This entry-level position will support the preparation and verification of loan applications, ensuring accuracy and completeness. Responsibilities include collecting necessary documents, maintaining logs, and coordinating with underwriters and applicants. Candidates should exhibit strong organizational skills and basic knowledge of loan processes. Opportunities for growth into loan processor or underwriting roles are available, alongside performance-based incentives.