Post job

Underwriting specialist vs mortgage specialist

The differences between underwriting specialists and mortgage specialists 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 $38,757 average annual salary of a mortgage specialist.

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

Underwriting specialist vs mortgage specialist overview

Underwriting SpecialistMortgage Specialist
Yearly salary$63,325$38,757
Hourly rate$30.44$18.63
Growth rate-4%-3%
Number of jobs25,16426,471
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 55%
Average age4442
Years of experience-4

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 specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Underwriting specialist vs mortgage specialist salary

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

Underwriting SpecialistMortgage Specialist
Average salary$63,325$38,757
Salary rangeBetween $39,000 And $101,000Between $29,000 And $51,000
Highest paying CityBoston, MAOakland, CA
Highest paying stateMassachusettsWashington
Best paying companyAIGCiti
Best paying industryFinanceFinance

Differences between underwriting specialist and mortgage specialist education

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

Underwriting SpecialistMortgage Specialist
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Underwriting specialist vs mortgage specialist demographics

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

Underwriting SpecialistMortgage Specialist
Average age4442
Gender ratioMale, 39.0% Female, 61.0%Male, 39.3% Female, 60.7%
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, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage9%7%

Differences between underwriting specialist and mortgage specialist 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 specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Underwriting specialist vs mortgage specialist 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 specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

Browse business and financial jobs