Loan Processing Assistant jobs in United States
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Surprise Insights ยท 1 month ago

Loan Processing Assistant

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Surprise Insights is 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.

Marketing & Advertising

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

Qualification

Excel proficiencyCRM systems proficiencyLoan process understandingOrganizational skillsDocumentation skillsCommunication skills

Required

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
Credit check and background verification is required before interview scheduling

Company

Surprise Insights

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people-size2-10 employees
web-link
https://surpriseinsights.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase