Loan Processing Assistant

MOVE Your Business is proud to represent our client, a leading New York City mortgage broker, known for combining premium service, modern technology, and fast processing to simplify home financing. They offer personalized loan solutions, competitive rates, and strong collaboration with real estate partners to provide a seamless and high-quality experience for homebuyers.

On behalf of our client, we are seeking a detail-oriented and reliable Loan Processing Assistant to support the loan processing team remotely. This role focuses on reviewing borrower documentation, organizing loan files, and assisting with income analysis. The ideal candidate is highly organized, proactive, and capable of working independently in a fast-paced remote environment.

Benefits:

• Competitive salary
• Strong support system
• Health benefit ($30/month)
• Internet Allowance ($20/month)
• Training materials for upskilling are provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leave (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

Key Responsibilities:

• Loan File Management & Review
  • Assist loan processors with assembling and reviewing loan files for completeness and accuracy
  • Review loan notes and file history to understand current status and next steps
  • Maintain organized and compliant digital loan files
• Document Review & Analysis
  • Review borrower documentation such as pay stubs, W-2s, tax returns, bank statements, and letters of explanation
  • Identify missing or inconsistent information and communicate accordingly
• Document Handling & System Updates
  • Receive, upload, and organize incoming documents in the loan origination system
  • Ensure all documents are properly labeled, stored, and accessible
• Pipeline & Condition Management
  • Support condition tracking and document collection to keep files progressing
  • Monitor appraisal status and follow up as needed
• Communication & Coordination
  • Respond to realtors, loan officers, and internal team inquiries in a timely and professional manner
  • Coordinate with team members and stakeholders to ensure smooth processing
• Coverage & Administrative Support
  • Provide coverage for team members during out-of-office periods to ensure workflow continuity
  • Perform ad hoc tasks as required

Requirements & Qualifications:

• An associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field is preferred
• Experience in U.S. mortgage, banking, or financial service
• Familiarity with loan origination systems (e.g., Arive, Encompass) is a plus
• Strong attention to detail and organizational skills
• Ability to multitask and manage shifting priorities in a remote work environment
• Strong written and verbal English communication skills
• Ability to handle confidential financial information with integrity
• Willingness to learn and to be trained
• Ability to review notes and proactively determine next steps on a file
• Strong customer service mindset when communicating with realtors and partners
• Ability to work independently with minimal supervision
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Technical Experience

• Proficiency in Microsoft Outlook, Excel, and Word
• Experience using Arive (or similar Loan Origination System) is preferred
• Familiarity with Dropbox or other document management systems
• Ability to quickly learn and navigate mortgage software platforms
• Ability to access and navigate wholesale lender portals for document uploads and retrieval
• Ability to work across multiple lender systems and mortgage platforms

Working Hours:
Full-Time (40 hours per week),
Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time

Pay: $800+ $55 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.