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Underwriting specialist vs loan analyst

The differences between underwriting specialists and loan analysts can be seen in a few details. Each job has different responsibilities and duties. Additionally, an underwriting specialist has an average salary of $63,325, which is higher than the $37,857 average annual salary of a loan analyst.

The top three skills for an underwriting specialist include customer service, underwriting guidelines and financial statements. The most important skills for a loan analyst are loan documentation, customer service, and real estate.

Underwriting specialist vs loan analyst overview

Underwriting SpecialistLoan Analyst
Yearly salary$63,325$37,857
Hourly rate$30.44$18.20
Growth rate-4%4%
Number of jobs25,16424,756
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 66%
Average age4445
Years of experience-6

What does an underwriting specialist do?

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.

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.

Underwriting specialist vs loan analyst salary

Underwriting specialists and loan analysts have different pay scales, as shown below.

Underwriting SpecialistLoan Analyst
Average salary$63,325$37,857
Salary rangeBetween $39,000 And $101,000Between $24,000 And $58,000
Highest paying CityBoston, MARaleigh, NC
Highest paying stateMassachusettsSouth Dakota
Best paying companyAIGBarclays
Best paying industryFinanceFinance

Differences between underwriting specialist and loan analyst education

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

Underwriting SpecialistLoan Analyst
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Underwriting specialist vs loan analyst demographics

Here are the differences between underwriting specialists' and loan analysts' demographics:

Underwriting SpecialistLoan Analyst
Average age4445
Gender ratioMale, 39.0% Female, 61.0%Male, 43.2% Female, 56.8%
Race ratioBlack or African American, 8.9% Unknown, 2.5% Hispanic or Latino, 10.0% Asian, 5.8% White, 72.4% 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 underwriting specialist and loan analyst duties and responsibilities

Underwriting specialist example responsibilities.

  • Risk assessment to achieve profitability on assign book of business through renewal calculations and RFP responses.
  • Manage the execution of underwriting, portfolio analysis and account- base decision making in accordance with establish guidelines and processes.
  • Work closely with post-closing on VA deficiency response and actions, in addition to HUD & FNMA.
  • Analyze risk and apply underwriting guidelines to decision loan applications and grow profitable loan portfolio.
  • Underwrite PPO, EPO, HMO, POS and other health benefits.
  • Mentore, and utilize strong negotiation skills working with diverse group of associates.
  • Show more

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

Underwriting specialist vs loan analyst skills

Common underwriting specialist skills
  • Customer Service, 18%
  • Underwriting Guidelines, 9%
  • Financial Statements, 6%
  • Underwriting Process, 5%
  • Life Insurance, 5%
  • Loss Control, 4%
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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