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Mortgage analyst vs mortgage specialist

The differences between mortgage analysts and mortgage specialists can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 1-2 years to become a mortgage analyst, becoming a mortgage specialist takes usually requires 2-4 years. Additionally, a mortgage specialist has an average salary of $38,757, which is higher than the $32,763 average annual salary of a mortgage analyst.

The top three skills for a mortgage analyst include origination, financial statements and excellent organizational. The most important skills for a mortgage specialist are customer service, residential mortgage loans, and origination.

Mortgage analyst vs mortgage specialist overview

Mortgage AnalystMortgage Specialist
Yearly salary$32,763$38,757
Hourly rate$15.75$18.63
Growth rate4%-3%
Number of jobs22,20826,471
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 55%
Average age3942
Years of experience24

What does a mortgage analyst do?

Mortgage analysts are financial professionals who are responsible for executing mortgage or loan applications by assessing financial risks and rewards. These analysts are required to analyze the financial and supporting documents on incoming applications to determine whether they are consistent with the internal and insurer policies. They must determine their borrowers' creditworthiness by evaluating property values based on appraised market prices. Mortgage analysts should also collaborate with credit bureaus and reporting agencies to investigate the credit ratings of loan applicants.

What does a mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Mortgage analyst vs mortgage specialist salary

Mortgage analysts and mortgage specialists have different pay scales, as shown below.

Mortgage AnalystMortgage Specialist
Average salary$32,763$38,757
Salary rangeBetween $13,000 And $77,000Between $29,000 And $51,000
Highest paying CityNew York, NYOakland, CA
Highest paying stateNew YorkWashington
Best paying companyCitiCiti
Best paying industry-Finance

Differences between mortgage analyst and mortgage specialist education

There are a few differences between a mortgage analyst and a mortgage specialist in terms of educational background:

Mortgage AnalystMortgage Specialist
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Mortgage analyst vs mortgage specialist demographics

Here are the differences between mortgage analysts' and mortgage specialists' demographics:

Mortgage AnalystMortgage Specialist
Average age3942
Gender ratioMale, 54.1% Female, 45.9%Male, 39.3% Female, 60.7%
Race ratioBlack or African American, 8.2% Unknown, 2.7% Hispanic or Latino, 9.8% Asian, 9.6% White, 69.3% American Indian and Alaska Native, 0.3%Black or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage11%7%

Differences between mortgage analyst and mortgage specialist duties and responsibilities

Mortgage analyst example responsibilities.

  • Manage a pipeline of fund TRID loans for completeness so they can be deliver and purchase by the required investor.
  • Examine bankruptcy documentation for possible misrepresentation of employment and income at the time of origination.
  • Review loan documents relating to origination, collateral valuations and perform accounting audits & research.
  • Work closely with attorneys on daily basis to discuss need documents and possible mitigation or litigation strategies on foreclosure and bankruptcy matters
  • Cite for excellence in interpersonal communications, teamwork, QC review, flexibility and reliability.

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Mortgage analyst vs mortgage specialist skills

Common mortgage analyst skills
  • Origination, 10%
  • Financial Statements, 8%
  • Excellent Organizational, 6%
  • Strong Analytical, 5%
  • Real Estate, 5%
  • Investor Guidelines, 4%
Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

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