Loan Underwriting & Documentation Specialist
Valley National Bank
Valley National Bank is looking for a candidate to monitor financial exception reports and ensure accurate tracking of financial statements. Responsibilities include updating tickler dates, escalating issues to the CPM and Loan Officer, and ensuring received financial statements are properly managed. The role demands strong communication with borrowers and CPAs for required documentation, alongside ensuring excellent customer service by resolving queries effectively. #J-18808-Ljbffr Valley National Bank
- ...services firm based in New York is seeking a Loan Processing Assistant to support the preparation and documentation of loan applications. This entry-level role involves... ..., maintaining logs, and preparing files for underwriting review. Candidates should possess strong...Suggested
- ...a full-time position in Seminole, OK, from 8:00 a.m. to 5:00 p.m. Monday to Friday. The role involves assisting customers, managing loans, and maintaining accuracy in financial transactions. Ideal candidates should be detail-oriented, possess strong organizational skills...SuggestedFull timeWork at officeMonday to Friday
- ...continue serving our customers at the highest level, we continue to strive to become "the place to work". We are looking for a Loan Documentation Specialist to assist LoanBud Business Lending Officers and borrowers process and close SBA and other commercial loans. The role...SuggestedLocal area
- Community Financial System, Inc. in New York, NY is looking for an experienced individual to manage Business Banking loan applications. This role demands strong attention to detail and excellent customer service. CFSI offers competitive compensation, comprehensive benefits...Suggested
- Citi is looking for a Loan Documentation and Processing Associate Analyst based in Irving, Texas. This role requires managing loan documentation and independently processing loans, with responsibilities including supporting loan transactions and ensuring compliance with...Suggested
- A financial services company in New York is seeking a Loan Processing Assistant to support loan application preparation and verification... ...loan processes. Responsibilities include collecting applicant documents, verifying details, and coordinating with stakeholders. Ideal...Full time
- Citi is looking for a Loan Doc & Proc Analyst in New York, NY. This full-time position involves preparing and reviewing loan documentation and independently processing loans in a complex environment. The ideal candidate will have 0-2 years of experience and a relevant...Full time
$21.75 per hour
...Interpret and process Business Banking loan applications using the NextGen digital... ...information to properly prepare loan closing documentation. Manage personal workload to complete... ...record retention. Provide back-up to Specialists as needed. Other duties as requested...$15 - $27.76 per hour
...Assists Funding Supervisor in the daily functions of the Commercial Loan Funding management area. Funds, processes, and maintains... ...loan products. Acquires and maintains proficiency in Laser Pro documentation software, Microsoft Word, Excel, Optima, B2B, IBS inquiries,...For contractorsBank staffWork at officeLocal areaMonday to Friday- ...financials are received. Escalates situations to the CPM and Loan Officer when the required financial statements are not... ...bookkeepers and CPAs via phone, e-mail and mail requesting financial documentation required per the loan agreement. Monitors Portfolio...
$55k - $90k
...MSIG USA Underwriting Support MSIG USA is the US-based subsidiary of MS&AD Insurance Group Holdings, Inc., one of the world's top... ...all systems accurately reflect updated account information/documentation in accordance with company underwriting guidelines. Interpret...Temporary workLocal areaFlexible hours$49.4k
...provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline....$24 - $32 per hour
## Underwriting AssistantApplylocations: New York – 1350 Avenue Of The Americastime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (30+ days left to apply)job requisition id: R0017656At DUAL North America, our core values dictate how...Full timeWork at officeLocal areaRemote work$55k - $60k
...harbor for the risks they face. Headquartered in New York City with offices throughout the U.S. and in Vancouver, Canada, Hudson underwrites excess insurance on an admitted basis through Hudson Insurance Company and on a non-admitted basis through Hudson Excess...Work at office$13 - $23 per hour
...Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of...Flexible hours$21 - $24 per hour
...Job Description Underwriting Assistant (Insurance -NOT Entry Level) | Midtown Manhattan | Temp-to-Perm We are seeking a junior... ...renewal accounts , including gathering loss runs and documentation Coordinate with brokers and internal teams to support underwriting...Permanent employmentFull timeTemporary work$55k
...Donegal Insurance Group has an opening for a Small Business Underwriting Assistant supporting Commercial Lines Small Business Underwriters... ...that there will be a high volume of time‑sensitive documents that must be completed accurately and on time to support the...Temporary work$40.3k - $88.8k
...Underwriting Assistant Location: Manhattan, NY Reports To: Vice President, Operations Employment Type: Full time About Us Help us... ...in Underwriting Other Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports,...Full timeWork experience placementWork at officeLocal area$24 - $30 per hour
Job Summary We are seeking an Underwriter Assistant with experience in underwriting for business auto and other commercial package lines... ...eligibility for drivers. Re‑rate or revise rating as needed. Document underwriting decisions. Qualifications Home‑state Property & Casualty...Hourly pay- WAHVE is seeking experienced professionals for remote Associate Underwriter positions focusing on Commercial Lines Property & Casualty insurance. With 25 years of experience and a strong background in relevant lines, this role offers flexibility to work full or part-time...Remote jobFull timePart timeWork at office
- Howden Group is seeking an Underwriting Assistant located in New York, NY. This role involves providing administrative support to the underwriting team, focusing on customer inquiries, policy issuance, and client communication. The ideal candidate should have a Bachelor...Remote job
$55k - $90k
...footprint. Summary/Job Purpose Responsible for supporting the underwriting process for property coverages. Under minimal supervision... ...all systems accurately reflect updated account information/documentation in accordance with company underwriting guidelines. Interpret...Temporary workLocal areaFlexible hours$40.3k - $88.8k
HCC Service Company, Inc. is seeking an Underwriting Assistant based in Manhattan, NY. This role involves assisting Underwriters with quoting and servicing tasks, maintaining documentation, and ensuring effective communication with agents. The ideal candidate should possess...Work at office$40.3k - $88.8k
Job Title: Underwriting Assistant Location: Manhattan, NY Reports To: Vice President, Operations Employment Type: Full time Job Summary... ...progressive experience in Underwriting. Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports,...Full timeWork at officeLocal area- Crum & Forster is looking for a dedicated Underwriting Assistant in New York. This role involves supporting existing policies, managing new business submissions, and collaborating closely with Underwriters. The ideal candidate will have a high school diploma, at least...
$54.5k - $90.5k
...global Mergers & Acquisitions Insurance division focusing on the underwriting of transactional risk insurance solutions for private equity... ...files for all deal accounts, filing all related transaction documents, following up with Brokers and Underwriters for outstanding...Work at officeFlexible hours- ...on a hybrid work schedule? We're looking for an experienced Documentation Specialist with a strong background in negotiating ISDA Master Agreements... ...in Sales & Trading, Credit, Risk, Funding, Stock Loan, Tax, Legal, Onboarding, Operations and other internal stakeholders...Contract workWork experience placementFlexible hours
- Citi is seeking a Loan Documentation and Processing Intermediate Associate Analyst in New York, NY to manage the preparation and review of loan documentation. You will operate in a hybrid capacity, with responsibilities including processing loans and making recommendations...
- Loan Documentation and Processing Associate Analyst Location: Irving, Texas, United States. Job Type: On‑Site/Resident. Posted: Jun. 12, 2026. Job Overview The Loan Doc & Proc Assoc Analyst is a developing professional role. This role identifies policy and applies specialty...
$60 - $65 per hour
...of American Art Llc is seeking a Contract Registrar in New York for a freelance role focused on coordinating outgoing international loans. The ideal candidate will oversee all logistics, from crating to insurance, ensuring compliance with best museum practices. Applicants...Hourly payContract workFreelance
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