• Senior Loan Underwriter

    Job Locations
    US-CA-San Francisco
  • Overview

    Partner with a top producing Managing Director and successful Team of Relationship Managers in a fast paced, collaborative environment! The Senior Loan Underwriter will have the opportunity to underwrite and process single-family and multi-family residential mortgage loans and commercial real estate loans. Responsibilities primarily focus on financial analysis, underwriting and relationship management. The ideal candidate will have extensive mortgage underwriting experience, a thorough understanding of the loan process from beginning to end and a passion for client service.


    • Communicate with customers, providing exceptional client service and ensuring that the customer relationship is maintained at the highest possible level.
    • Review set-up loan files for completeness and identify any missing documentation or potential issues.
    • Analyze, underwrite and author high quality credit narratives.
    • Financial analysis, including spreading financial statements and tax returns (including K-1’s) and any other related financial documents, cash flow analysis and credit reports.
    • Ability to manually calculate (without the use of a program or software), perform analysis and underwrite.
    • Prepare loan files for funding by reviewing the analysis for accuracy.
    • Prepare pre-qualification and/or commitment letters for loan officer review.



    • High school diploma required; college degree preferred.
    • Extensive work experience, at least 3-5 years, in residential and commercial loan analysis and underwriting. Processing experience a plus.
    • Advanced analytical skills, with a focus on underwriting residential real estate and client financial data.
    • Ability to multi-task and work in fast paced/deadline oriented environment.
    • Effective written and oral communication skills.
    • Detail Oriented.
    • Proactive, positive, and open-minded attitude with high degree of accountability and ability to work independently and with the team.
    • Advanced Excel and Word skills.


    • Ability to learn and comprehend basic instructions; understand the meaning of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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