Daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for underwriting/loan scenario-based questions and communication
Review and respond to general underwriting scenarios
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines
Analyze various underwriting scenarios and suggest potential alternate options with different investors
Review and analyze complex income documentation, including personal and business tax return and provide calculations to be used for qualifying
Create technical documentation, system documentation, “how to” guides, FAQ’s and self-help references
Track tasks, activities, and time spent within the ticketing system and meet expected turn-times
Participate in Underwriting Department, Regional and Sales calls, lead calls as necessary
Assist with training sales or processing staff in areas where additional guidance is needed
Collaborate amongst team members and other departments
Maintain essential underwriting knowledge
Maintain all UW designations, as applicable

Bachelor’s degree and/or equivalent combination of education/experience
4+ years of mortgage underwriting experience, underwriting to multiple agency and investor guidelines, preferred
Government underwriting experience with designations (FHA and VA), preferred
Experience using Microsoft Word, Excel and Outlook, preferred
Excellent communication, negotiation, and problem-solving skills
Excellent customer service skills

Scenario Review Analyst

Key skills