Loan Processing & Documentation Specialist

Surprise Insights; United States; On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Entry-level salary with performance incentives

Growth path into Loan Processor roles

Benefits depend on employer

Job summary

A financial services firm in the United States is seeking a Loan Processing Assistant to ensure accurate and complete loan applications. The role involves organizing and verifying applicant documents, maintaining processing logs, and coordinating with loan officers and underwriters. Ideal candidates will have strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This entry-level position offers room for growth into Loan Processor or Underwriting roles, along with performance incentives.

Qualifications

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

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 and underwriters for missing information.
• Prepare files for underwriting and compliance checks.
• Assist with follow-ups and internal reports.

Skills

Strong organizational skills

Attention to detail

Excellent communication skills

Tools

Excel

CRM or loan processing systems

Job description

A financial services firm in the United States is seeking a Loan Processing Assistant to ensure accurate and complete loan applications. The role involves organizing and verifying applicant documents, maintaining processing logs, and coordinating with loan officers and underwriters. Ideal candidates will have strong organizational skills, basic loan process understanding, and proficiency in Excel and CRM systems. This entry-level position offers room for growth into Loan Processor or Underwriting roles, along with performance incentives.