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Personal lines underwriter vs credit officer

The differences between personal lines underwriters and credit officers can be seen in a few details. Each job has different responsibilities and duties. Additionally, a credit officer has an average salary of $129,478, which is higher than the $69,706 average annual salary of a personal lines underwriter.

The top three skills for a personal lines underwriter include insurance policies, underwriting decisions and loss ratio. The most important skills for a credit officer are risk management, credit risk, and credit analysis.

Personal lines underwriter vs credit officer overview

Personal Lines UnderwriterCredit Officer
Yearly salary$69,706$129,478
Hourly rate$33.51$62.25
Growth rate-4%17%
Number of jobs19,75460,323
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 69%
Average age4439
Years of experience-2

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.

What does a credit officer do?

A credit officer is responsible for evaluating financial documents and account statements to determine the eligibility of an applicant for a loan option. Credit officers communicate with the applicant to discuss the loan process, explain the terms of service, and provide them alternative options that would fit their payment ability and loan needs. They create financial reports and recommend the qualified applicant to the manager for approval. A credit officer should have excellent communication and analytical skills, ensuring that the loan policies adhere to the federal and state regulations.

Personal lines underwriter vs credit officer salary

Personal lines underwriters and credit officers have different pay scales, as shown below.

Personal Lines UnderwriterCredit Officer
Average salary$69,706$129,478
Salary rangeBetween $43,000 And $111,000Between $85,000 And $196,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyCapital GroupFarm Credit System
Best paying industryInsuranceFinance

Differences between personal lines underwriter and credit officer education

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

Personal Lines UnderwriterCredit Officer
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 69%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal lines underwriter vs credit officer demographics

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

Personal Lines UnderwriterCredit Officer
Average age4439
Gender ratioMale, 43.1% Female, 56.9%Male, 64.4% Female, 35.6%
Race ratioBlack 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%Black or African American, 8.0% Unknown, 2.7% Hispanic or Latino, 9.7% Asian, 10.7% White, 68.6% American Indian and Alaska Native, 0.3%
LGBT Percentage9%11%

Differences between personal lines underwriter and credit officer duties and responsibilities

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.

Credit officer example responsibilities.

  • Manage credit risk and provide independent oversight of the bank portfolio.
  • Manage the global function for an ERP software company that has a niche market in manufacturing companies.
  • Manage SBA construction/tenant improvement projects submit until project is completed.
  • Partner with small and entrepreneurial business to develop business plans and assist business owners with achieving payroll.
  • Review clients file for compliance with: CIP, OFAC, HMDA, CRA and red flag activities.
  • Audit applications for HUD and IHDA compliance.
  • Show more

Personal lines underwriter vs credit officer skills

Common personal lines underwriter skills
  • Insurance Policies, 12%
  • Underwriting Decisions, 9%
  • Loss Ratio, 9%
  • Strong Analytical, 6%
  • Inspection Reports, 5%
  • Renewal Retention, 5%
Common credit officer skills
  • Risk Management, 10%
  • Credit Risk, 7%
  • Credit Analysis, 5%
  • Real Estate, 4%
  • Credit Approval, 4%
  • Portfolio Management, 4%

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