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Loan officer vs personal lines underwriter

The differences between loan officers and personal lines underwriters can be seen in a few details. Each job has different responsibilities and duties. Additionally, a personal lines underwriter has an average salary of $69,706, which is higher than the $45,817 average annual salary of a loan officer.

The top three skills for a loan officer include customer service, origination and loan origination. The most important skills for a personal lines underwriter are insurance policies, underwriting decisions, and loss ratio.

Loan officer vs personal lines underwriter overview

Loan OfficerPersonal Lines Underwriter
Yearly salary$45,817$69,706
Hourly rate$22.03$33.51
Growth rate4%-4%
Number of jobs63,66319,754
Job satisfaction4.5-
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 64%
Average age4544
Years of experience6-

What does a loan officer do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

What does a personal lines underwriter do?

A personal lines underwriter works at insurance companies to ensure that clients are eligible to receive insurance services. Their responsibilities include gathering and analyzing insurance applications, verifying client information, studying financial histories and occupational risks, and conducting interviews. They may also perform clerical support tasks such as preparing and processing documents, handling calls and correspondence, and updating databases. Moreover, a personal lines underwriter typically works in a team setting, which requires an active communication line for a smooth and efficient workflow.

Loan officer vs personal lines underwriter salary

Loan officers and personal lines underwriters have different pay scales, as shown below.

Loan OfficerPersonal Lines Underwriter
Average salary$45,817$69,706
Salary rangeBetween $30,000 And $69,000Between $43,000 And $111,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyBangor Savings BankCapital Group
Best paying industryFinanceInsurance

Differences between loan officer and personal lines underwriter education

There are a few differences between a loan officer and a personal lines underwriter in terms of educational background:

Loan OfficerPersonal Lines Underwriter
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan officer vs personal lines underwriter demographics

Here are the differences between loan officers' and personal lines underwriters' demographics:

Loan OfficerPersonal Lines Underwriter
Average age4544
Gender ratioMale, 55.3% Female, 44.7%Male, 43.1% Female, 56.9%
Race ratioBlack or African American, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% American Indian and Alaska Native, 0.5%Black or African American, 9.2% Unknown, 2.5% Hispanic or Latino, 9.8% Asian, 5.7% White, 72.5% American Indian and Alaska Native, 0.4%
LGBT Percentage8%9%

Differences between loan officer and personal lines underwriter duties and responsibilities

Loan officer example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
  • Show more

Personal lines underwriter example responsibilities.

  • Review individual mortgage origination/post origination documentation and perform database research.
  • Review individual mortgage origination/post origination documentation and perform database research.

Loan officer vs personal lines underwriter skills

Common loan officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 4%
Common personal lines underwriter skills
  • Insurance Policies, 12%
  • Underwriting Decisions, 9%
  • Loss Ratio, 9%
  • Strong Analytical, 6%
  • Inspection Reports, 5%
  • Renewal Retention, 5%

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