including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner...'s insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program...
including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner...'s insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program...
, such as credit reports • Ensure loan files meet lending and regulatory guidelines and policies • Prepare and submit detailed loan... is required, or • 2 years of experience working as an Underwriter and/or Client Care Specialist • Previous experience navigating the UWM...
allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4... and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered...
management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass... Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant® 4...
Purpose and Job Summary: Reporting to a Deputy Chief Underwriter, the Director is responsible for reviewing... programs. The Associate Director will make informed recommendations to the Chief Credit Officer as well as provide guidance...
, borrower, underwriter and funding. Prepare and review loan file to ensure completeness of submission and supporting documents..., and communicate issues that could impact timely closure of loans. Analyze loan-to-value ratio, debt-to-income ratio, credit report...
with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new... each credit is properly risk rated based on the Bank’s risk rating system. Review client accounts to identify, evaluate...
in our communities. Department Overview W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax... credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income...
Job Category: Credit, Underwriting & PM Degree Level: Bachelor's Degree Job Description: Underwriter II (UW...) is responsible for the daily underwriting of Business Lending Products within the Citizens Bank footprint up to a Total Credit Limit...
Administrator for creation of loan disbursement sheet Obtain “clear to close” from Senior Credit Officer, SBA Underwriter... Collaborate with all applicable internal departments, including Loan Boarding, Centralized Funding, BSA/Risk Management and Credit...
Credit Officer, SBA Underwriter, or Managing Director AND Bank counsel prior to documents being released; secure receipt... Funding, BSA/Risk Management and Credit Support along with Bank counsel to ensure loan is ready to close Finalize equity...
to identify red flags within an appraisal that would prevent salability or increase risk. Expert in Collateral Underwriter... candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior...
in our communities. Department Overview W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax... credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income...
allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4... and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered...
financial and credit data, matching borrower requests/goals with an appropriate loan program and level of risk. Assist the loan... and underwriter to address any underwriting issues. Maintain a thorough knowledge of all mortgage products and services, including...
Description Summary: The Huntington Community Impact Capital (“CIC”) Senior Project Manager, Team Lead (underwriter...) will lead tax credit equity and debt underwriting and project management of affordable housing LIHTC projects and manage the...
disclosing all identified risks. Responsibilities include a combination of credit analysis and relationship management... Manager role. The Portfolio Manager will primarily complete their credit analysis duties for credit relationships belonging...
, and internal systems (Empower, iPath, Mortgage Underwriter, OneView, ELF, etc.) Design, develop, and update instructional... and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable...
, and exclusive perks. Job Description Auto Allowance and Company Credit Card for fuel and travel! Candidate must reside...) Associate in Claims (AIC) Chartered Property Casualty Underwriter (CPCU) BENEFITS: Medical, dental, vision, basic life, AD...