Loan Processing & Documentation Specialist

Surprise Insights; Town of Florida (NY); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company located in New York is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. The ideal candidate will be responsible for collecting and organizing applicant documents, verifying application accuracy, and coordinating with loan officers. Strong organizational and communication skills are essential. This entry-level position offers performance incentives and a pathway to further roles in Loan Processing or Underwriting.

Qualifications

• Ability to handle confidential information with care.
• Strong organizational skills to manage applicant documents.

Responsibilities

• Collect, review, and organize applicant documents.
• Verify loan application details for accuracy.
• Coordinate with loan officers and applicants for missing information.
• Prepare files for underwriting checks.

Skills

Strong organizational and documentation skills

Excellent communication skills

Basic understanding of loan processes

Proficient with Excel

Tools

CRM systems

Loan processing systems

Job description

A financial services company located in New York is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. The ideal candidate will be responsible for collecting and organizing applicant documents, verifying application accuracy, and coordinating with loan officers. Strong organizational and communication skills are essential. This entry-level position offers performance incentives and a pathway to further roles in Loan Processing or Underwriting.