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Mortgage analyst vs personal lines underwriter

The differences between mortgage analysts 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 $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 personal lines underwriter are insurance policies, underwriting decisions, and loss ratio.

Mortgage analyst vs personal lines underwriter overview

Mortgage AnalystPersonal Lines Underwriter
Yearly salary$32,763$69,706
Hourly rate$15.75$33.51
Growth rate4%-4%
Number of jobs22,20819,754
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 64%
Average age3944
Years of experience2-

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 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.

Mortgage analyst vs personal lines underwriter salary

Mortgage analysts and personal lines underwriters have different pay scales, as shown below.

Mortgage AnalystPersonal Lines Underwriter
Average salary$32,763$69,706
Salary rangeBetween $13,000 And $77,000Between $43,000 And $111,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyCitiCapital Group
Best paying industry-Insurance

Differences between mortgage analyst and personal lines underwriter education

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

Mortgage AnalystPersonal Lines Underwriter
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Mortgage analyst vs personal lines underwriter demographics

Here are the differences between mortgage analysts' and personal lines underwriters' demographics:

Mortgage AnalystPersonal Lines Underwriter
Average age3944
Gender ratioMale, 54.1% Female, 45.9%Male, 43.1% Female, 56.9%
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, 9.2% Unknown, 2.5% Hispanic or Latino, 9.8% Asian, 5.7% White, 72.5% American Indian and Alaska Native, 0.4%
LGBT Percentage11%9%

Differences between mortgage analyst and personal lines underwriter 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.

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.

Mortgage analyst vs personal lines underwriter skills

Common mortgage analyst skills
  • Origination, 10%
  • Financial Statements, 8%
  • Excellent Organizational, 6%
  • Strong Analytical, 5%
  • Real Estate, 5%
  • Investor Guidelines, 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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