Remote Personal Loan Processor

About the Opportunity

Do you take pride in supporting people on their path to greater financial freedom through responsible lending? Join us as a Remote Personal Loan Processor and be part of a mission-driven team dedicated to guiding applicants through their loan journeys with empathy, clarity, and precision. This role offers you the chance to support diverse clients in achieving their personal goals, all while working from the comfort of your own home.

What You’ll Be Doing

As a Remote Personal Loan Processor, you will facilitate seamless, supportive loan experiences from application to approval. Your day-to-day work will involve engaging with borrowers, evaluating financial data, and ensuring documentation aligns with regulatory standards. You won't just process loans—you'll empower individuals to build stronger financial futures.

Primary Responsibilities

• Review and verify personal loan applications, financial statements, and credit documentation.
• Serve as a liaison between applicants and underwriting teams to ensure timely loan processing.
• Ensure all documents are complete, compliant, and accurately entered into loan systems.
• Provide clear, respectful communication to borrowers, explaining terms, next steps, and decisions.
• Track application progress and resolve documentation issues proactively
• Collaborate with underwriting, customer service, and compliance teams to maintain operational efficiency
• Uphold confidentiality standards and secure handling of sensitive borrower data

Tools and Technology

You'll work with cloud-based loan origination systems, document management tools, and secure communication platforms to make your job efficient and collaborative. Familiarity with platforms such as Encompass, Salesforce, or Blend is a plus, though training will be provided. A firm grasp of digital verification tools and remote collaboration platforms will help you thrive in this virtual environment.

The Work Environment

This fully remote role supports a balanced lifestyle, giving you the flexibility to contribute meaningfully without commuting stress. You’ll be part of a diverse team committed to respect, transparency, and ongoing support. We prioritize psychological safety, clear communication, and inclusivity, cultivating a space where all team members feel genuinely welcomed, appreciated, and empowered.

Our virtual meetings are structured, but never impersonal. We believe in fostering professional friendships, celebrating wins, and having each other’s backs. Whether collaborating on a complex case or sharing a morning check-in, you'll feel part of something meaningful.

Our Culture and Commitment to Inclusion

We proudly foster an inclusive workplace where all backgrounds, identities, and experiences are welcomed. Our culture is rooted in respect, belonging, and mutual support. Team members from all walks of life find a shared purpose: helping others with dignity and care.

One of our processors, Alex, who joined us after transitioning from another industry, shared: “I never imagined a workplace could feel this warm, even from miles away. It’s more than a job; it’s a community celebrating who I am."

We actively embrace equality in hiring and growth, striving to eliminate barriers and ensure fair access for all. Candidates can receive accommodations throughout the application and employment process.

Qualifications and Skills

We welcome a wide range of experiences, but here’s what will help you thrive in this role:

Required:

• At least 2 years of experience in personal loan processing, financial services, or banking
• Deep understanding of loan application procedures and regulatory guidelines
• Strong attention to detail and organizational skills
• Ability to manage multiple applications simultaneously with accuracy and efficiency
• Comfortable using online platforms, e-signature tools, and loan processing systems
• Compassionate communication style with the ability to explain complex financial concepts simply
• High degree of confidentiality, integrity, and professionalism

Preferred:

• Remote work experience with cross-functional teams
• Familiarity with digital income verification tools or e-document collection systems
• Bilingual abilities or cross-cultural communication experience

Growth and Development

Our belief is simple: when you grow, we grow. As a member of our remote processing team, you’ll have access to continuous training, leadership coaching, and skill-building workshops. Career advancement opportunities are mapped out clearly, so you can confidently and clearly shape your professional development.

We believe in mentoring across functions, hosting team knowledge shares, and recognizing those who bring ideas to the table. Whether you're aiming to specialize in underwriting or move into team leadership, we're here to support your path.

Why Join Us?

• Annual Salary: $56,198
• Remote Flexibility: Design your workday with autonomy and purpose
• Comprehensive Benefits: Health coverage, paid leave, mental wellness support
• Diverse Team: Work alongside teammates who reflect a wide array of perspectives and experiences
• Tech-Enabled Workplace: Access modern tools that enhance your productivity and connection
• Supportive Culture: Experience a culture that champions equity, feedback, and continuous improvement

Let’s Build Financial Confidence Together

If you're looking for a remote role where your skills, heart, and values align—this is it. Join a team that believes in equity, embraces diversity, and supports every step of your professional growth. Be the difference in someone’s financial story.

Ready to Apply?

Take the first step toward a more meaningful and flexible career. Apply now and join a team that blends heart, skill, and purpose in everything we do.