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Loan Assistant Jobs in Santa Rosa, CA (NOW HIRING)

Exchange Bank

Loan Servicing Specialist

Santa Rosa, CA · On-site

$21.95 - $30/hr

Answer incoming calls, assist customers when appropriate, and route calls to the appropriate department or team member as needed. * Accurately process loan payments, payoff requests, account ...

Exchange Bank

Loan Servicing Specialist

Santa Rosa, CA · On-site

$21.95 - $30/hr

Answer incoming calls, assist customers when appropriate, and route calls to the appropriate department or team member as needed. * Accurately process loan payments, payoff requests, account ...

New

Exchange Bank

Loan Servicing Specialist

Santa Rosa, CA

$21.95 - $30/hr

Answer incoming calls, assist customers when appropriate, and route calls to the appropriate department or team member as needed. * Accurately process loan payments, payoff requests, account ...

New

SAIGroup

Mortgage Loan Officer SME

Bodega Bay, CA · Remote

Mortgage Loan Officer Subject Matter Expert Location: United States (Onshore; Remote with periodic ... JazzX is building AI products that automate and assist U.S. residential mortgage origination and ...

American AgCredit

Agribusiness Loan Processor

Santa Rosa, CA · On-site

$43K - $60K/yr

Direct deal team to obtain necessary information and assist with same as appropriate. * Determine appropriate title insurance requirements are requested and accurate loan documentation is prepared to ...

American AgCredit

Agribusiness Loan Processor

Santa Rosa, CA · On-site

$43K - $60K/yr

Direct deal team to obtain necessary information and assist with same as appropriate. * Determine appropriate title insurance requirements are requested and accurate loan documentation is prepared to ...

American AgCredit

Capital Markets Loan Processor

Santa Rosa, CA · On-site +1

$20.50 - $27.25/hr

Direct deal team to obtain necessary information and assist with same as appropriate. * Determine appropriate title insurance requirements are requested and accurate loan documentation is prepared to ...

American AgCredit

Capital Markets Loan Processor

Santa Rosa, CA · On-site

$20.50 - $27.25/hr

Direct deal team to obtain necessary information and assist with same as appropriate. * Determine appropriate title insurance requirements are requested and accurate loan documentation is prepared to ...

Poppy Bank

Commercial Loan Processor

Santa Rosa, CA · On-site

$26.61 - $37.25/hr

Description The Commercial Loan Processor performs various tasks specifically related to the processing of Commercial Loans, standby letters of credit and Construction type loans. All duties are ...

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All JobsLoan JobsLoan Assistant JobsLoan Assistant Jobs in Santa Rosa, CA

Loan Assistant information

See Santa Rosa, CA salary details

$31.7K

$45.6K

$59.6K

How much do loan assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for loan assistant in Santa Rosa, CA is $45,571.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $50,800.00 per year, depending on experience, location, and employer.

What is a loan assistant?

Your primary responsibilities as a loan assistant are to manage and update loan applications at a bank or similar lending institution. You process all loan applications, usually with the assistance of specialized software. Your duties include checking all relevant documents, assessing the applicant’s credit, and determining the appropriate loan for the borrower. Essential qualifications include a keen grasp of financial practices, strong communication skills, and customer service experience. To pursue a career as a loan assistant or loan officer, you need a bachelor’s degree in business, economics, or finance.

What are the key skills and qualifications needed to thrive as a loan assistant, and why are they important?

To thrive as a Loan Assistant, you need a solid understanding of financial principles, strong attention to detail, and typically an associate’s degree in finance or a related field. Familiarity with loan processing software, document management systems, and Microsoft Office Suite is commonly required. Excellent organization, customer service orientation, and clear communication skills help you stand out in this role. These abilities are crucial for ensuring accurate loan processing, efficient workflow, and positive client experiences in a fast-paced lending environment.

How does a loan assistant typically collaborate with loan officers and other team members during the loan process?

Loan Assistants work closely with loan officers by preparing documents, gathering client information, and ensuring all paperwork is completed accurately and on time. They frequently communicate with underwriters, appraisers, and clients to resolve issues and keep the process moving smoothly. This collaboration requires strong organizational skills and attention to detail, as well as the ability to multitask and prioritize in a fast-paced environment. Building good working relationships with both internal team members and external partners is key to being successful in this role.

What is the difference between Loan Assistant vs Loan Processor?

AspectLoan AssistantLoan Processor
ResponsibilitiesSupports loan officers, handles administrative tasks, prepares documentsReviews applications, verifies information, approves or denies loans
Required SkillsCustomer service, organization, basic financial knowledgeAttention to detail, analytical skills, knowledge of lending regulations
Work EnvironmentBank or mortgage office, administrative settingLoan department, financial institution, processing center
CertificationsOften no formal certification requiredRelevant financial or lending certifications beneficial

While both roles support the loan process, a Loan Assistant primarily handles administrative tasks and customer support, whereas a Loan Processor actively reviews and verifies loan applications for approval. Understanding these differences helps in choosing the right career path or job search focus within the lending industry.

Is loan processing a hard job?

Loan processing is a detail-oriented role that involves reviewing applications, verifying information, and ensuring compliance with lending policies. It requires strong organizational skills, attention to accuracy, and familiarity with loan software, but the difficulty level varies depending on experience and workload.
More about Loan Assistant jobs

What are the most commonly searched types of Loan jobs in Santa Rosa, CA?

The most popular types of Loan jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Loan Assistant jobs?

Cities near Santa Rosa, CA with the most Loan Assistant job openings:

Loan Assistant jobs near you
Infographic showing various Loan Assistant job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $45,571 per year, or $21.9 per hour.

Senior Loan Processor * Junior Underwriter * (on-site)

Fox And Company Inc

Santa Rosa, CA • On-site

$75K - $135K/yr

Full-time

Medical, Vision

Re-posted 9 days ago

Job description

Local Boutique Mortgage Brokerage Seeking an exceptional and committed professional Loan Processor/Office Manager to add to our team! (In-office position)

Responsibilities and Duties:

Ability to work in a fast-paced environment and multi-task throughout the day

Office Management – Compliance, Broker relationships, Communication with all parties, Delegation/Training

Submit, process and close loans according to company guidelines and time frames.

Effective time-management skills

Gather and review documentation for the loan:

Assist loan officers and manager with all functions and details of loans from beginning to end.

Pre-approval documents up front gathering

Collect all required documentation for the loan package

Create a loan submission package for the Underwriting department, review guidelines and documentation as needed

Review initial loan approval and work with clients to gather appropriate documentation

Order appraisals, conditions, vom’s credit supps, voe’s

Satisfy all conditions when received from Underwriter

Communicate with clients, other professionals, including attorneys, county clerks and title companies.

Qualifications and skills:

Must have 6 + years in loan processing

Technically savvy and experienced

Proficient in Calyx Point, Excel, Dropbox, Outlook, DocuSign, DU/LP, Online portals

Attention to detail, High energy, Customer service skills, Presentable, Effective written and verbal communication skills, Positive attitude with willingness to learn and grow. *Bilingual is a plus*

Please email resume to mel@foxandcompanies.com for first step

Job Type: Full-time

Office Hours: 9:30 am to 6:30 pm

Salary + Bonus Based on Experience

Job Type: Full-time

Company Description

https://foxandcompanies.com