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Loan Processing Assistant

Job in New York, New York County, New York, 10261, USA
Listing for: Surprise Insights
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Loan Servicing
  • Administrative/Clerical
    Loan Servicing
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Location: New York

Job Overview

We’re looking for a Loan Processing Assistant to support the preparation, documentation, and verification of loan applications. This role ensures all applicant files are accurate, complete, and ready for underwriting review.

Responsibilities
  • Collect, review, and organize applicant documents (IDs, bank statements, forms, etc.).
  • Verify loan application details for accuracy and completeness.
  • Maintain processing logs and update application statuses.
  • Coordinate with loan officers, underwriters, and applicants for missing information.
  • Prepare files for underwriting and compliance checks.
  • Assist with follow-ups, document requests, and internal reports.
Requirements
  • 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.
Compensation

Entry-level salary with performance incentives.

Benefits depend on employer.

Growth path into Loan Processor or Underwriting roles.

Credit Score Requirement

Because the role interacts with sensitive borrower data, a credit check and background verification is required before interview scheduling.

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