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Insurance underwriter vs mortgage consultant

The differences between insurance underwriters and mortgage consultants can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance underwriter has an average salary of $64,163, which is higher than the $38,934 average annual salary of a mortgage consultant.

The top three skills for an insurance underwriter include health insurance, insurance underwriting and insurance coverage. The most important skills for a mortgage consultant are customer service, origination, and NMLS.

Insurance underwriter vs mortgage consultant overview

Insurance UnderwriterMortgage Consultant
Yearly salary$64,163$38,934
Hourly rate$30.85$18.72
Growth rate-4%4%
Number of jobs39,02624,057
Job satisfaction3-
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 67%
Average age4445
Years of experience-6

What does an insurance underwriter do?

An insurance underwriter specializes in identifying and assessing financial risks in insurance policies. It is their duty to gather and review insurance applications, understand the coverage of policies and claims, determine a client's ability to uphold financial obligations by studying their personal information, and develop strategies to prevent the impact of risks and financial losses. They may also negotiate with external parties while adhering to the company's rules and regulations. Moreover, there are instances when an insurance underwriter must produce progress reports and presentations for managers and executives.

What does a mortgage consultant do?

A mortgage consultant is an individual who helps customers and businesses identify the best option for mortgage deals based on their financial resources. To maintain an excellent relationship with clients, mortgage consultants must possess a broad knowledge of the company's products to answer all the clients' queries and concerns. They help clients gather and analyze documents that are required for loan approval and create accurate mortgage information. They also develop relationships with banks and real estate agents to help promote bank mortgages for clients.

Insurance underwriter vs mortgage consultant salary

Insurance underwriters and mortgage consultants have different pay scales, as shown below.

Insurance UnderwriterMortgage Consultant
Average salary$64,163$38,934
Salary rangeBetween $35,000 And $116,000Between $23,000 And $63,000
Highest paying CityHartford, CTNew York, NY
Highest paying stateConnecticutNew York
Best paying companyCitiCentennial Bank
Best paying industry-Finance

Differences between insurance underwriter and mortgage consultant education

There are a few differences between an insurance underwriter and a mortgage consultant in terms of educational background:

Insurance UnderwriterMortgage Consultant
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 67%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance underwriter vs mortgage consultant demographics

Here are the differences between insurance underwriters' and mortgage consultants' demographics:

Insurance UnderwriterMortgage Consultant
Average age4445
Gender ratioMale, 33.4% Female, 66.6%Male, 58.2% Female, 41.8%
Race ratioBlack or African American, 9.2% Unknown, 2.5% Hispanic or Latino, 9.9% Asian, 5.7% White, 72.3% American Indian and Alaska Native, 0.4%Black or African American, 9.3% Unknown, 4.6% Hispanic or Latino, 16.2% Asian, 6.4% White, 62.9% American Indian and Alaska Native, 0.5%
LGBT Percentage9%8%

Differences between insurance underwriter and mortgage consultant duties and responsibilities

Insurance underwriter example responsibilities.

  • Manage patient's records, appointments, and account balances while adhering to HIPPA standards.
  • Manage A/R, A/P, credentialing, surgery scheduling, and coordinate patient referrals to other physicians.
  • Manage operating procedure and accounting systems for payroll, operating expenses, supplies and inventory management and commercial accounts.
  • Prepare all HCFA billing with proper ICD-9 codes and CPT codes for accurate turn around time on payments.
  • Follow up with insurance carriers and patients to expedite the recovery of payment obligations
  • File insurance and process billing and payments, coordinate patients financial arrangements, present treatment plans, verify insurance coverage.
  • Show more

Mortgage consultant example responsibilities.

  • Coach new Jr. HMC's, lead team Jr. meetings and activities.
  • Manage a multifacete commercial real estate investment firm.
  • Well verse in FHA, VA, USDA loan programs and government regulations.
  • Originate secondary market mortgage loans, including FHA, VA, USDA, and conventional products.
  • Originate loans using conforming and non-conforming standards set forth by bank policy as well as FNMA, FHA, and VA.
  • Upgrade software and immediate access to FNMA automate underwriting allow a quicker response for customer approval.
  • Show more

Insurance underwriter vs mortgage consultant skills

Common insurance underwriter skills
  • Health Insurance, 11%
  • Insurance Underwriting, 8%
  • Insurance Coverage, 8%
  • Customer Service, 8%
  • Underwriting Guidelines, 7%
  • Insurance Products, 6%
Common mortgage consultant skills
  • Customer Service, 22%
  • Origination, 10%
  • NMLS, 8%
  • Financial Services, 7%
  • Loan Products, 5%
  • Bank Products, 4%

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