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Personal lines underwriter vs loan analyst

The differences between personal lines underwriters and loan analysts 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 $37,857 average annual salary of a loan analyst.

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

Personal lines underwriter vs loan analyst overview

Personal Lines UnderwriterLoan Analyst
Yearly salary$69,706$37,857
Hourly rate$33.51$18.20
Growth rate-4%4%
Number of jobs19,75424,756
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 66%
Average age4445
Years of experience-6

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 loan analyst do?

A loan analyst is responsible for determining the eligibility of loan applicants in purchasing loan services by analyzing their application documents, account statements, and financial and credit status. Loan analysts evaluate loan agreements and payment plans and explain feasibility to the customers and loan officers before granting the loan. They also provide loan options and alternatives to the clients according to their needs and risk limitations. A loan analyst must have excellent knowledge of the loan and financial industry, especially in handling credit policies and loan processes and ensuring timely submission of reports.

Personal lines underwriter vs loan analyst salary

Personal lines underwriters and loan analysts have different pay scales, as shown below.

Personal Lines UnderwriterLoan Analyst
Average salary$69,706$37,857
Salary rangeBetween $43,000 And $111,000Between $24,000 And $58,000
Highest paying CityNew York, NYRaleigh, NC
Highest paying stateNew YorkSouth Dakota
Best paying companyCapital GroupBarclays
Best paying industryInsuranceFinance

Differences between personal lines underwriter and loan analyst education

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

Personal Lines UnderwriterLoan Analyst
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal lines underwriter vs loan analyst demographics

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

Personal Lines UnderwriterLoan Analyst
Average age4445
Gender ratioMale, 43.1% Female, 56.9%Male, 43.2% Female, 56.8%
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, 9.2% Unknown, 4.6% Hispanic or Latino, 15.9% Asian, 6.4% White, 63.4% American Indian and Alaska Native, 0.5%
LGBT Percentage9%8%

Differences between personal lines underwriter and loan analyst 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.

Loan analyst example responsibilities.

  • Innovate technical solutions, including development of complex macros within MSP, to automate work and reduce manual processes
  • Prepare and remit quarterly / semi-annual USDA reporting
  • Communicate with FHA, VA, FNMA and FHLMC investors for any missing documents that are not include at closing.
  • Review government loan's documents including FHA & VA loans, and approves or suspends the loans after the underwriter decision.
  • Contact correspondent lenders for any missing documents and request correction of documents when necessary.
  • Select to participate in company management as a critical member of loan origination process improvement team.
  • Show more

Personal lines underwriter vs loan analyst 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 loan analyst skills
  • Loan Documentation, 13%
  • Customer Service, 12%
  • Real Estate, 9%
  • Financial Statements, 9%
  • Loan Portfolio, 4%
  • Data Entry, 4%

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