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Underwriting specialist vs mortgage consultant

The differences between underwriting specialists and mortgage consultants 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 $38,934 average annual salary of a mortgage consultant.

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

Underwriting specialist vs mortgage consultant overview

Underwriting SpecialistMortgage Consultant
Yearly salary$63,325$38,934
Hourly rate$30.44$18.72
Growth rate-4%4%
Number of jobs25,16424,057
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 67%
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 mortgage consultant do?

A mortgage consultant is an individual who helps customers and businesses identify the best option for mortgage deals based on their financial resources. To maintain an excellent relationship with clients, mortgage consultants must possess a broad knowledge of the company's products to answer all the clients' queries and concerns. They help clients gather and analyze documents that are required for loan approval and create accurate mortgage information. They also develop relationships with banks and real estate agents to help promote bank mortgages for clients.

Underwriting specialist vs mortgage consultant salary

Underwriting specialists and mortgage consultants have different pay scales, as shown below.

Underwriting SpecialistMortgage Consultant
Average salary$63,325$38,934
Salary rangeBetween $39,000 And $101,000Between $23,000 And $63,000
Highest paying CityBoston, MANew York, NY
Highest paying stateMassachusettsNew York
Best paying companyAIGCentennial Bank
Best paying industryFinanceFinance

Differences between underwriting specialist and mortgage consultant education

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

Underwriting SpecialistMortgage Consultant
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 67%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Underwriting specialist vs mortgage consultant demographics

Here are the differences between underwriting specialists' and mortgage consultants' demographics:

Underwriting SpecialistMortgage Consultant
Average age4445
Gender ratioMale, 39.0% Female, 61.0%Male, 58.2% Female, 41.8%
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, 9.3% Unknown, 4.6% Hispanic or Latino, 16.2% Asian, 6.4% White, 62.9% American Indian and Alaska Native, 0.5%
LGBT Percentage9%8%

Differences between underwriting specialist and mortgage consultant 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

Mortgage consultant example responsibilities.

  • Coach new Jr. HMC's, lead team Jr. meetings and activities.
  • Manage a multifacete commercial real estate investment firm.
  • Well verse in FHA, VA, USDA loan programs and government regulations.
  • Originate secondary market mortgage loans, including FHA, VA, USDA, and conventional products.
  • Originate loans using conforming and non-conforming standards set forth by bank policy as well as FNMA, FHA, and VA.
  • Upgrade software and immediate access to FNMA automate underwriting allow a quicker response for customer approval.
  • Show more

Underwriting specialist vs mortgage consultant skills

Common underwriting specialist skills
  • Customer Service, 18%
  • Underwriting Guidelines, 9%
  • Financial Statements, 6%
  • Underwriting Process, 5%
  • Life Insurance, 5%
  • Loss Control, 4%
Common mortgage consultant skills
  • Customer Service, 22%
  • Origination, 10%
  • NMLS, 8%
  • Financial Services, 7%
  • Loan Products, 5%
  • Bank Products, 4%

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