Post job

Underwriting specialist vs loan officer

The differences between underwriting specialists and loan officers 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 $45,817 average annual salary of a loan officer.

The top three skills for an underwriting specialist include customer service, underwriting guidelines and financial statements. The most important skills for a loan officer are customer service, origination, and loan origination.

Underwriting specialist vs loan officer overview

Underwriting SpecialistLoan Officer
Yearly salary$63,325$45,817
Hourly rate$30.44$22.03
Growth rate-4%4%
Number of jobs25,16463,663
Job satisfaction-4.5
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 61%
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 officer do?

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

Underwriting specialist vs loan officer salary

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

Underwriting SpecialistLoan Officer
Average salary$63,325$45,817
Salary rangeBetween $39,000 And $101,000Between $30,000 And $69,000
Highest paying CityBoston, MANew York, NY
Highest paying stateMassachusettsNew York
Best paying companyAIGBangor Savings Bank
Best paying industryFinanceFinance

Differences between underwriting specialist and loan officer education

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

Underwriting SpecialistLoan Officer
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 61%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Underwriting specialist vs loan officer demographics

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

Underwriting SpecialistLoan Officer
Average age4445
Gender ratioMale, 39.0% Female, 61.0%Male, 55.3% Female, 44.7%
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, 9.0% Unknown, 4.6% Hispanic or Latino, 15.7% Asian, 6.3% White, 63.9% American Indian and Alaska Native, 0.5%
LGBT Percentage9%8%

Differences between underwriting specialist and loan officer 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 officer example responsibilities.

  • Manage a multifacete commercial real estate investment firm.
  • Supervise and manage the processing staff and also underwrite conventional loans for correspondent lenders.
  • Follow up leads for refinance loans gather all applications and necessary paperwork to qualify applicants from origination to close of escrow.
  • Analyze available resources to determine suitable mortgage products (FHA, FNMA/FHLC) to meet clients' purchasing or refinancing goals.
  • Originate and process various loan products including government, conventional, portfolio, construction, USDA mortgages, home equity line/loans.
  • Originate FHA, VA, conventional, jumbo, and USDA loans, according to specific lender guidelines in broker environment.
  • Show more

Underwriting specialist vs loan officer 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 officer skills
  • Customer Service, 17%
  • Origination, 13%
  • Loan Origination, 5%
  • FHA, 5%
  • NMLS, 5%
  • Loan Products, 4%

Browse business and financial jobs