Loan Processing Specialist: Path to Underwriting

Surprise Insights; Town of Texas (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

A financial services company in Wisconsin is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. This entry-level role will involve organizing applicant documents, verifying details, and coordinating with team members for missing information. Candidates should possess strong organizational, documentation, and communication skills. There is a growth path into Loan Processor or Underwriting roles, and performance incentives are included for this position.

Qualifications

• Strong organizational and documentation skills.
• 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 document requests.

Skills

Organizational skills

Documentation skills

Communication skills

Proficient with Excel

Familiarity with CRM or loan processing systems

Job description

A financial services company in Wisconsin is seeking a Loan Processing Assistant to support the preparation and verification of loan applications. This entry-level role will involve organizing applicant documents, verifying details, and coordinating with team members for missing information. Candidates should possess strong organizational, documentation, and communication skills. There is a growth path into Loan Processor or Underwriting roles, and performance incentives are included for this position.