Investment underwriter vs investment banker

Differences between investment underwriter and investment banker duties and responsibilities

Investment underwriter example responsibilities.

• Manage AUS findings and analyze approvals and results accordingly.
• Participate and conduct calls with investors and FNMA and FHLMC for the purposes of training and product rollout.
• Review individual mortgage origination/post origination documentation and perform database research.
• Attend training regarding AUS procedures and usage.
• Review individual mortgage origination/post origination documentation and perform database research.

Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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