Senior personal banker vs senior underwriter

Differences between senior personal banker and senior underwriter duties and responsibilities

Senior personal banker example responsibilities.

• Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
• Process treasury, tax and loan payments.supply tellers with coin and currency as needed.
• Perform all teller transactions from deposit and withdrawals, money orders and certify checks and balance ATM.
• Perform operational duties such as balancing bank vault, reloading of ATM, and supervision of teller line.
• Conduct wire transfers, stop payments, issue bank checks, transfer funds between accounts, and public notary services.
• Maximize cross-sell opportunities through customer profiling to identify opportunities.
Show more

Senior underwriter example responsibilities.

• Manage AUS findings and analyze approvals and results accordingly.
• Perform underwriter approval/declines on FHA, VA, FmHA and conventional loan applications providing financing for one-to-four family residential properties.
• Fix and n variable annuities.
• Check for the accuracy and proper recording of UCC filings and mortgages.
• Order and review flood searches, title reports, UCC searches, appraisals, insurance policies and binders, and contracts.
• Review preliminary HUD-1 for accuracy.
Show more