Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Loan Underwriting & Documentation Specialist in New York, NY vacancy
  •  ...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

    Surprise Insights

    New York, NY
    2 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    BancFirst

    Brooklyn, NY
    4 days ago
  •  ...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... 
    Suggested
    Local area

    LoanBud

    New York, NY
    3 days ago
  • 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

    Community-Financial-System,-Inc.

    New York, NY
    3 days ago
  • 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

    Citi

    New York, NY
    3 days ago
  • 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

    Future Sign CO.,LTD

    New York, NY
    2 days ago
  • 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

    Citi

    New York, NY
    4 days ago
  • $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... 

    Community-Financial-System,-Inc.

    New York, NY
    3 days ago
  • $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 contractors
    Bank staff
    Work at office
    Local area
    Monday to Friday

    S&T Bank

    New York, NY
    2 days ago
  •  ...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... 

    Valley National Bancorp

    New York, NY
    1 day ago
  • $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 work
    Local area
    Flexible hours

    MSIG Holdings Inc

    New York, NY
    1 day ago
  • $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.... 

    Crum & Forster

    New York, NY
    4 days ago
  • $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 time
    Work at office
    Local area
    Remote work

    Howden Group

    New York, NY
    4 days ago
  • $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

    OdysseyRe

    New York, NY
    4 days ago
  • $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

    AmTrust Financial

    Jersey City, NJ
    3 days ago
  • $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 employment
    Full time
    Temporary work

    Phaxis

    New York, NY
    1 day ago
  • $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

    Donegal Insurance Group

    New York, NY
    3 days ago
  • $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 time
    Work experience placement
    Work at office
    Local area

    Tokio Marine HCC

    New York, NY
    1 day ago
  • $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

    ONE80 INTERMEDIARIES INC

    Brooklyn, NY
    3 days ago
  • 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 job
    Full time
    Part time
    Work at office

    Stryker Corporation

    New York, NY
    1 day ago
  • 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

    Howden Group

    New York, NY
    16 hours ago
  • $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 work
    Local area
    Flexible hours

    MSIG USA

    New York, NY
    3 days ago
  • $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

    HCC Service Company, Inc.

    New York, NY
    2 days ago
  • $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 time
    Work at office
    Local area

    HCC Service Company, Inc.

    New York, NY
    3 days ago
  • 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... 

    Crum & Forster

    New York, NY
    16 hours ago
  • $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 office
    Flexible hours

    AXA XL

    New York, NY
    7 hours ago
  •  ...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 work
    Work experience placement
    Flexible hours

    UBS

    New York, NY
    2 days ago
  • 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... 

    Citi

    New York, NY
    16 hours ago
  • 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... 

    Citi

    New York, NY
    3 days ago
  • $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 pay
    Contract work
    Freelance

    Whitney Museum of American Art Llc

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Loan Underwriting & Documentation Specialist. Be the first to apply!