Loan Processing & Documentation Specialist

Future Sign CO.,LTD; New York (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Entry-level salary with performance incentives

Growth path into Loan Processor or Underwriting roles

Benefits depend on employer

Job summary

A financial services company in New York is seeking a Loan Processing Assistant to support loan application preparation and verification. The role requires strong organizational skills and an understanding of loan processes. Responsibilities include collecting applicant documents, verifying details, and coordinating with stakeholders. Ideal candidates should be proficient with Excel and communication skills. This full-time position offers entry-level salary with performance incentives.

Qualifications

• Strong organizational and documentation skills.
• Ability to handle confidential information with care.
• Basic understanding of loan processes and financial documentation.
• Proficient with Excel and CRM or loan processing systems.
• Excellent communication skills.

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, document requests, and internal reports.

Skills

Organizational skills

Confidentiality

Understanding of loan processes

Proficient with Excel

Communication skills

Tools

CRM or loan processing systems

Job description

A financial services company in New York is seeking a Loan Processing Assistant to support loan application preparation and verification. The role requires strong organizational skills and an understanding of loan processes. Responsibilities include collecting applicant documents, verifying details, and coordinating with stakeholders. Ideal candidates should be proficient with Excel and communication skills. This full-time position offers entry-level salary with performance incentives.