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Loan Processing Assistant

Key Facts

Remote From: 
California (USA), Florida (USA), Georgia (USA), Illinois (USA), New York (USA), Texas (USA)
Full time
English

Other Skills

  • •
    Microsoft Excel
  • •
    Record Keeping
  • •
    Communication
  • •
    Detail Oriented

Roles & Responsibilities

  • 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.

Requirements:

  • 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.

Job description

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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