Sr. Associate Account Management
Hybrid
Core
Review and analyze loan applications, assess borrower creditworthiness using the 4 C's methodology, and prepare underwriting summaries to ensure sound lending decisions.
Role type
Senior live underwriter (mortgage lending)
Builds
Mortgage loan files ready for clear-to-close status
Domain
Financial services / Mortgage lending
Required skills
Loan application review, Credit assessment (4 C's), Income calculation, Financial analysis, Collateral evaluation, LOS system utilization, Regulatory compliance, Quality assurance, Condition management, Stakeholder coordination
Preferred skills
Experience with Encompass LOS, Self-employed income analysis, Complex case management, Mentorship
Technologies
Encompass, LOS platforms