How is Underwriting Process used?
Zippia reviewed thousands of resumes to understand how underwriting process is used in different jobs. Explore the list of common job responsibilities related to underwriting process below:
- Scanned appropriate documents required for the underwriting process.
- Coordinate excellent follow through with borrowers, loan processors, loan originators and management throughout all phases of the underwriting process.
- Assisted in the creation of a training webinar explaining the basic understanding of the Underwriting process for incoming Underwriters.
- Identify, investigate and determine and inconsistencies, discrepancies, negative underwriting practice trends and policy misinterpretation in the underwriting process.
- Analyze, research and verify information during the underwriting process while meeting productivity and quality standards in fast paced production environment.
- Inform seller of issues and request required documentation for compliance and verification needed to ensure proper decision within underwriting process.
Are Underwriting Process skills in demand?
Yes, underwriting process skills are in demand today. Currently, 731 job openings list underwriting process skills as a requirement. The job descriptions that most frequently include underwriting process skills are account underwriter, new business coordinator, and direct sales agent.
How hard is it to learn Underwriting Process?
Based on the average complexity level of the jobs that use underwriting process the most: account underwriter, new business coordinator, and direct sales agent. The complexity level of these jobs is challenging.
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What jobs can you get with Underwriting Process skills?
You can get a job as a account underwriter, new business coordinator, and direct sales agent with underwriting process skills. After analyzing resumes and job postings, we identified these as the most common job titles for candidates with underwriting process skills.
Account Underwriter
- Risk Management
- Underwriting Process
- Underwriting Guidelines
- Underwriting Authority
- Financial Analysis
- National Accounts
New Business Coordinator
- Data Entry
- Customer Service
- Underwriting Process
- Life Insurance Policies
- Business Development
- Insurance Carriers
Direct Sales Agent
Job description:
A direct sales agent is primarily responsible for introducing and selling products or services to clients in a particular area. Aiming to reach sales quotas, they typically conduct market research and analysis, generate leads, and develop sales strategies to build positive client relationships. They reach out directly to clients through calls or face-to-face interactions, discuss product specifications or promos, negotiate contracts, and demonstrate products when necessary. They are also responsible for processing client orders and payments, ensuring efficiency and client satisfaction.
- Customer Service
- Medicare
- Health Insurance
- Direct Sales
- Underwriting Process
- Product Knowledge
Underwriting Internship
Job description:
Underwriting internship serves as an entry-level job for the development of innovative risk management strategies at an insurance company. The underwriting interns are tasked to evaluate the client's and company's financial risks to decide whether or not to offer insurance. Since the job involves mathematical, business, economic, and financial matters, these interns develop excellent and competitive skills in communication, mathematics, decision-making, and problem-solving in addition to gaining valuable working experience.
- Internship Program
- Risk Management
- PowerPoint
- Underwriting Process
- Financial Statements
- Real Estate
Underwriting Specialist
Job description:
An underwriting specialist is responsible for reviewing clients' applications in availing financial services and determining their eligibility by analyzing credit scores and risk potential. Underwriting specialists record all necessary information and may ask for additional requirements for further investigation. They assess policy applications and implement terms and conditions upon approval and ensure that the clients understood the process to prevent miscommunication and payment delays. An underwriting specialist must have extensive knowledge of the loan and insurance disciplines to identify coverage and limitations for efficient contract negotiations.
- Customer Service
- Underwriting Guidelines
- Financial Statements
- Underwriting Process
- Life Insurance
- Loss Control
Underwriting Consultant
Job description:
An underwriting consultant is an individual who provides underwriting guidelines to underwriters as well as coordinates revision of the underwriting manual. Underwriting consultants are required to handle complex cases and situations by using their strong knowledge of company services, product standards, and underwriting policies. They must use their verbal and written communication skills to guide the account management team across several business segments. Underwriting consultants must also assist with special projects and handle confidential matters assigned by the senior consultant or manager.
- Life Insurance
- National Accounts
- Underwriting Guidelines
- Underwriting Decisions
- Underwriting Process
- Underwriting Policies
How much can you earn with Underwriting Process skills?
You can earn up to $74,374 a year with underwriting process skills if you become a account underwriter, the highest-paying job that requires underwriting process skills. New business coordinators can earn the second-highest salary among jobs that use Python, $39,003 a year.
| Job title | Average salary | Hourly rate |
|---|---|---|
| Account Underwriter | $74,374 | $36 |
| New Business Coordinator | $39,003 | $19 |
| Direct Sales Agent | $57,712 | $28 |
| Underwriting Internship | $48,319 | $23 |
| Underwriting Specialist | $63,325 | $30 |
Companies using Underwriting Process in 2025
The top companies that look for employees with underwriting process skills are Mutual of Omaha, Chubb, and Mid-Continent Group. In the millions of job postings we reviewed, these companies mention underwriting process skills most frequently.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | Mutual of Omaha | 26% | 98 |
| 2 | Chubb | 14% | 1,020 |
| 3 | Mid-Continent Group | 9% | 15 |
| 4 | UMB Bank | 8% | 982 |
| 5 | Grandbridge Real Estate Capital | 7% | 3,121 |
1 courses for Underwriting Process skills
1. Real Estate Underwriting Training- Full Loan Review Process
This course is designed to help you land your first job as a mortgage credit analyst and beginning a rewarding career in the mortgage industry. The willingness to learn and having an open mind alongside education is key for growth in this industry. Real estate analyst and underwriting is the process of reviewing a loan application to determine the amount of risk involved. The Analyst will look at the borrower's financial standing and the value of the property at hand to review the potential of the deal. A typical real estate transaction has so many moving parts, it can be easy to get lost in the details. An credit analyst's role is to research the borrower and investment to determine the security of a loan. The reason for underwriting real estate transaction process exists specifically to help investors and lenders avoid potentially risky deals. Getting a career in Real Estate especially as a credit analyst / mortgage underwriter poses its challenges and many have tried and failed the entrance exam. This course is designed to give you the tools to excel on your entrance exam as well as the ability to pass your test cases so you can be well on your way to a very rewarding career...