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Underwriting assistant vs loan closer

The differences between underwriting assistants and loan closers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 1-2 years to become an underwriting assistant, becoming a loan closer takes usually requires 2-4 years. Additionally, an underwriting assistant has an average salary of $41,000, which is higher than the $39,093 average annual salary of a loan closer.

The top three skills for an underwriting assistant include insurance policies, data entry and loss runs. The most important skills for a loan closer are customer service, excellent organizational, and TRID.

Underwriting assistant vs loan closer overview

Underwriting AssistantLoan Closer
Yearly salary$41,000$39,093
Hourly rate$19.71$18.79
Growth rate-3%-3%
Number of jobs1,96711,431
Job satisfaction--
Most common degreeBachelor's Degree, 54%Bachelor's Degree, 51%
Average age4442
Years of experience24

What does an underwriting assistant do?

An underwriting assistant provides additional support to the underwriter in determining whether clients can qualify for insurance policies, products, mortgage, loans, or other financial services. Job tasks could vary, but often include administrative duties, as well as organizing and arranging loan approval packages. This entails reviewing and gathering financial and statistical information. It also involves communicating with clients to get the necessary information, such as gathering credit history and other relevant background information to complete the screening process and other related transactions.

What does a loan closer do?

A loan closer is primarily in charge of handling and closing loan documentation, ensuring accuracy and smooth transactions. A loan closer's responsibilities revolve around liaising with clients to guarantee that they adhere to every term in the contract, preparing necessary reports and documents, monitoring payment progress, and ensuring that they have a deep understanding of the obligations under the contract. Furthermore, it is essential to maintain records of all transactions and assist clients, all while implementing the company's policies and regulations.

Underwriting assistant vs loan closer salary

Underwriting assistants and loan closers have different pay scales, as shown below.

Underwriting AssistantLoan Closer
Average salary$41,000$39,093
Salary rangeBetween $29,000 And $56,000Between $30,000 And $50,000
Highest paying CityNew York, NYBellevue, WA
Highest paying stateNew JerseyWashington
Best paying companyBerkshire HathawayTata Group
Best paying industry-Finance

Differences between underwriting assistant and loan closer education

There are a few differences between an underwriting assistant and a loan closer in terms of educational background:

Underwriting AssistantLoan Closer
Most common degreeBachelor's Degree, 54%Bachelor's Degree, 51%
Most common majorBusinessBusiness
Most common collegeWestern Carolina UniversityUniversity of Pennsylvania

Underwriting assistant vs loan closer demographics

Here are the differences between underwriting assistants' and loan closers' demographics:

Underwriting AssistantLoan Closer
Average age4442
Gender ratioMale, 20.2% Female, 79.8%Male, 22.6% Female, 77.4%
Race ratioBlack or African American, 13.8% Unknown, 4.3% Hispanic or Latino, 14.4% Asian, 3.9% White, 63.2% American Indian and Alaska Native, 0.5%Black or African American, 12.9% Unknown, 4.3% Hispanic or Latino, 14.8% Asian, 7.0% White, 60.6% American Indian and Alaska Native, 0.4%
LGBT Percentage11%7%

Differences between underwriting assistant and loan closer duties and responsibilities

Underwriting assistant example responsibilities.

  • Create and manage a file documentation checklist for all UW's and UT's.
  • Manage midterm transactions of assign book of business including: endorsements, cancellations and non-renewals.
  • Process documentation within manage database systems and ImageRight system for the legal binding of commercial insurance risk.
  • Assist underwriters in expediting new business, processing endorsements and/or modifying existing policies while achieving broker relationships.
  • Request ledger pages on the AS/400 and review for accuracy.
  • Specialize in processing commercial, development, residential, and SBA loans.
  • Show more

Loan closer example responsibilities.

  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Update files by obtaining annual and interim financial statements, renew insurance policies and UCC amendments, continuations and terminations.
  • Maintain a working knowledge of government underwriting policies pertaining to multiple programs such as VA, USDA, and FHA financing.
  • Gain knowledge of requirements establish by the FHA/VA, FNMA, FHLMC and private investors.
  • Prepare the delivery of mortgage loan documents to facilitate the processing of mortgage loan closings including TRID.
  • Prepare loan documents for retail mortgages (conventional, VA, FHA), all states in a paperless environment.
  • Show more

Underwriting assistant vs loan closer skills

Common underwriting assistant skills
  • Insurance Policies, 15%
  • Data Entry, 10%
  • Loss Runs, 9%
  • Strong Analytical, 5%
  • Insurance Applications, 5%
  • Underwriting Process, 5%
Common loan closer skills
  • Customer Service, 24%
  • Excellent Organizational, 5%
  • TRID, 4%
  • FHA, 4%
  • Va, 4%
  • RESPA, 4%

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