Remote Loan Processing Assistant
Description
Remote Loan Processing Assistant
Annual Salary: $44,309
Remote | Full-Time | Fintech Innovation
🌟 Introduction
Are you a detail-oriented professional passionate about financial operations and digital transformation? Join a forward-thinking team redefining remote loan processing with next-gen tools and data-centric strategies. We seek a Remote Loan Processing Assistant to help streamline, support, and scale loan application workflows in a cloud-first environment.
This is more than just a back-office role—it’s an opportunity to make a measurable impact on the future of finance from wherever you are. This position was made for you if you thrive in tech-enabled workflows, value precision, and love turning data into actionable steps.
📌 Key Responsibilities
- Loan Lifecycle Management: Assist in managing every phase of the loan process—from intake to post-closing—ensuring compliance and accuracy at every step.
- Data Verification & Compliance: Analyze financial documents, verify client data, and ensure each submission aligns with regulatory standards and digital audit trails.
- Workflow Optimization: Support pipeline tracking and prioritize high-volume loan queues using workflow automation software.
- Digital Communication: Maintain prompt, professional communication with underwriters, originators, and borrowers through secure messaging platforms and cloud-based CRM tools.
- Document Handling: Collect, format, and upload necessary documentation using electronic file management systems.
- Issue Resolution: Identify and flag discrepancies in real-time, coordinating with internal teams to expedite resolution.
You’ll be part of a digital-first lending ecosystem emphasizing clarity, collaboration, and security in all interactions.
🧰 Tools & Technologies You’ll Use
Our team utilizes a powerful, fully-remote tech stack to support secure and scalable loan operations:
- Cloud CRM Platforms: Salesforce and Blend for client relationship and loan origination tracking
- eSignature Software: DocuSign and Adobe Sign for seamless, secure documentation
- Workflow Automation: Monday.com and Zapier to streamline repetitive tasks and approvals
- Secure Collaboration: Microsoft Teams and Zoom for cross-functional alignment
- Data Integrity Tools: Plaid and Encompass for income verification and compliance management
- File Management: Google Workspace and Box for cloud-based organization and control
Expect continuous access to the latest tools to support accuracy, speed, and a seamless remote experience.
📊 Why This Role Matters
Every 7 minutes, a loan application is processed through our platform. With over 85% of our pipeline digitized, we process 32% faster than the industry average, all without sacrificing compliance or personalization.
As a Remote Loan Processing Assistant, you’re not just managing paperwork—helping families secure homes, businesses access capital, and students pursue their futures. Your attention to detail and ability to synthesize financial data ensure accuracy, protect data integrity, and support faster decisions.
💼 Work Environment
This is a fully remote position offering:
- Asynchronous Flexibility: Set your own pace while meeting key milestones.
- Structured Autonomy: Work independently, backed by responsive leadership and intelligent systems.
- Cross-Functional Collaboration: Connect with underwriters, credit officers, and tech teams through digital huddles and shared dashboards.
- Inclusive Culture: We’re committed to building a remote team that values equity, empathy, and continuous learning.
Whether logging in from a quiet home office, a coworking space, or a lakeside cabin, you're an integral part of our distributed team.
🧠 Qualifications
- 1–2 years of experience in loan processing, financial operations, or document verification (remote experience preferred)
- Familiarity with mortgage software, loan origination systems, or credit evaluation workflows
- Strong organizational skills and the ability to work with high-volume digital data
- Proficiency in cloud-based tools and CRM platforms
- Exceptional attention to detail and documentation accuracy
- Excellent written communication for professional client and team correspondence
- Comfortable navigating remote-first environments and digital tools for task management
Bonus points if you have previous experience in remote loan fulfillment, fintech operations, or compliance documentation.
🚀 Growth Opportunities
We believe in building careers, not just roles.
- Professional Development: Access to certification courses in fintech, loan technology, and compliance operations
- Path to Promotion: Clear advancement tracks to Loan Processor, Compliance Analyst, or Client Success roles
- Mentorship Program: Learn from senior loan officers and automation engineers
- Quarterly Innovation Labs: Pitch and test new tech workflows that can be implemented across the team
Here, your work is not only valued—it’s continuously evolving.
📈 Real Impact. Real Innovation.
We’ve successfully scaled our remote operations by 240% over the past two years, with loan documentation accuracy of 98% and underwriter satisfaction scores exceeding 94%. Our automation and secure digital processes ensure less manual work and more meaningful impact.
Every team member plays a role in helping us hit milestones like:
- Supporting over 12,000 digital loan closings annually
- Reducing turnaround time by 2.5 days per application
- Cutting compliance errors by 37% year-over-year
👩💻 Your Future Starts Now
If you’re ready to move beyond repetitive back-office tasks into a tech-enhanced, purpose-driven role, this opportunity is your next step. Join a team where remote doesn't mean removed—it means empowered.
✅ Apply Today
Be the one who redefines how loans are processed in the digital age. Take control of your career from wherever you are—and help drive the future of fintech with us.
Apply now to begin your journey as a Remote Loan Processing Assistant and shape the future of digital lending.