Loan Processing & Documentation Specialist

Surprise Insights; 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 firm based in New York is seeking a Loan Processing Assistant to support the preparation and documentation of loan applications. This entry-level role involves verifying applicant data, maintaining logs, and preparing files for underwriting review. Candidates should possess strong organizational skills and a basic understanding of loan processes. The position offers a growth path into Loan Processor or Underwriting roles, along with performance incentives and benefits.

Qualifications

• Ability to handle confidential information with care.
• Familiarity with financial documentation.
• Entry-level position suitable for recent graduates.

Responsibilities

• Collect and review applicant documents.
• Verify loan application details for accuracy.
• Maintain processing logs and update application statuses.
• Coordinate with loan officers for missing information.
• Prepare files for underwriting and compliance.

Skills

Strong organizational skills

Basic understanding of loan processes

Proficient with Excel

Excellent communication skills

Tools

CRM systems

Job description

A financial services firm based in New York is seeking a Loan Processing Assistant to support the preparation and documentation of loan applications. This entry-level role involves verifying applicant data, maintaining logs, and preparing files for underwriting review. Candidates should possess strong organizational skills and a basic understanding of loan processes. The position offers a growth path into Loan Processor or Underwriting roles, along with performance incentives and benefits.