Jobs
>
Dallas

    High Net Worth Wealth Management Business Underwriter - Dallas, United States - Sutherland

    Default job background
    Description
    Company Description

    Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support.

    With over 30 years of experience, we have developed an integrated BPO platform and have built mutually beneficial relationships with some of the world's most recognized companies.


    We offer an unmatched ability to deliver the highest value and greatest returns to our customers and do it through the contributions of our people, who work collaboratively throughout the country in our state-of-the-art, Work at Home program.

    We pride ourselves on having a considerate, friendly, diverse and inclusive environment where your career development and work-life balance will be supported.


    We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our team, supporting one of our customers, a global financial services leader.

    This position pays $90-$100,000 per year and is overtime eligible.

    Job Description


    In this position, you will review and analyze all credit and collateral documents, then issue lending decisions based on the documented borrower profile within the program guideline requirements.

    Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations used to decision the loan such as DTI, LTV, and Reserves, and providing a written summary of loan findings which summarize loan characteristics in the areas of credit, income, assets, collateral, and the overall transaction.


    We'll look to you to:
    Review credit reports to determine credit pattern, current liabilities, outstanding judgments and collections
    Review residential mortgage appraisal forms
    Analyze asset statements for all types of asset accounts
    Analyze income from salaried, commissioned, self-employed, investments, fixed income sources
    Determine monthly income based on bank statements and/or asset depletion
    Knowledge of the requirements to meet CFPB's Ability to repay standard
    Provide a written summary of loan details which clearly documents any exceptions to company guidelines and appropriate compensating factors

    Qualifications
    Minimum of 8 years current mortgage underwriting experience, jumbo mortgage preferred
    BA/BS degree, equivalent education and experience may be considered
    Ability to interact with all levels of staff and management, and communicate effectively with both internal and external customers
    Excellent organizational skills with attention to detail
    Ability to prioritize workload and meet deadlines, to multitask, problem-solve proactively, and think creatively
    Advanced tax return analysis skills
    Experienced residential appraisal review
    Knowledge of the requirements to meet CFPB's Ability to repay standard

    Additional Information

    About Us

    As a digital transformation company and just re-certified as a

    Great Place to Work,

    Sutherland has been helping customers globally achieve greater agility and transform automated customer experiences for over 35 years.

    We work with some of the world's most known brands in dozens of industries, including Banking & Financial Services; Insurance; Communications, Media & Entertainment; Healthcare; Retail & Consumer Packaged Goods; Technology; Travel, Transportation, Hospitality & Logistics; and Mortgage Services, helping them to better support and serve their customers.

    EEOC and Veteran Documentation

    During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.

    At times, government agencies require periodic reports from employers on the sex, ethnicity, handicap, veteran and other protected status of employees.

    The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements.

    Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all

    Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.


    Please note:
    YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.
    #J-18808-Ljbffr


  • CHUBB Dallas, United States Regular - Full time

    The Lower Middle Market Energy Underwriter position is a high-impact New Business Production role that is 100% focused on and accountable for the underwriting of new Energy business written by the Lower Middle Market (LMM) team. This individual will be a strong contributor workin ...


  • Selby Jennings Dallas, United States

    Commercial Underwriter · Dallas, TX · Job Summary: · As a Commercial Underwriter, you will play a crucial role in evaluating and assessing the risk of insuring individuals and assets. You will utilize your analytical skills and industry knowledge to determine appropriate covera ...


  • Great American Insurance Group Dallas, United States

    The Excess Liability Division specializes in offering large limits of liability to protect its clients' corporate assets from catastrophic loss. · The Division offers significant capacity of both Lead Umbrella and Excess Liability placements. This protection is made available to ...


  • Ryan Specialty Group Dallas, United States Full time

    JOB SNAPSHOT: · Employee Type: · Regular · Location: · Dallas - Texas Park Central Drive · Secondary Location(s): · Position Summary: · Responsibilities: Provides strategic support to the underwriter as per binding authority underwriting guidelines including, but not limited to, ...


  • PCF Insurance Dallas, United States

    PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF In ...


  • AmTrust Financial Dallas, United States

    Underwriting Assistant I · Job LocationsUS-TX-DallasRequisition ID CategoryUnderwritingPosition TypeRegular Full-TimeOverview · Summary: · Provide administrative support to multiple underwriters, including monitoring email correspondence, and completing administrative tasks to ...


  • CRC Insurance Services Dallas, United States

    Work Shift: · 1st shift (United States of America) · Please review the following job description: · Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guideli ...


  • Bank of Texas Dallas, United States

    Summary · Join us as a Credit Product Underwriter III – Healthcare. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. While leveraging one of the strongest capital bases in the industry, our team ...


  • Bank of America Dallas, United States Full time

    Description · : · The PMO is responsible for underwriting and structuring of straightforward credit transactions (existing and new clients) with a high level of independence. The PMO is also involved in structuring and underwriting of complex credit transactions with coaching fr ...

  • Amynta Group

    Associate Underwriter

    2 weeks ago


    Amynta Group Dallas, United States Full time

    We're thrilled that you are interested in joining us here at the Amynta Group · The job is to support Underwriting Producer in any way that is required in the quoting and binding of any accounts worked on by Southwest Risk Agency Services. · Finding solutions to issues on your ow ...


  • Financial Staffing LLC Dallas, United States

    SBA / Commercial Lending Officer - Dallas · Qualifications - Commercial Lending Officer · Related college degree, successful completion of banking courses or equivalent work experience is required. · 2-3 years of experience in a credit analysis/underwriting role relative to comm ...


  • Starr Insurance Companies Dallas, United States Full time

    Starr Insurance Companies is a leading insurance and investment organization, providing commercial property and casualty insurance, including travel and accident coverage, to almost every imaginable business and industry in virtually every part of the world. · Cornelius Vander St ...

  • Prosperity Bank and Trust Co

    Senior Credit Analyst

    2 weeks ago


    Prosperity Bank and Trust Co Dallas, United States Full time

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.Senior Credit Analyst (Full Time) - Sterling Plaza- Dallas · Full Time · Credit Analyst · Sterling Plaza, Dallas, TX, US4 ...


  • Veritex Community Bank Dallas, United States

    Job Summary: · The Commercial Underwriting Officer is responsible for providing credit decision makers with the in-depth, independent risk analysis necessary for making informed credit decisions in the Commercial, Industrial, and Commercial Real Estate space. This role is not ret ...


  • Bank of America Dallas, United States Full time

    Description · : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · ...


  • CRC Group Dallas, United States Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Meet or exceed production goals as as ...

  • Blue Signal Search

    Loan Officer

    4 weeks ago


    Blue Signal Search Dallas, United States

    Our client is a rapidly expanding, hard money lending company experiencing tremendous growth. Their team is driven by innovative thinking and a modern perspective that aims to streamline the financial industry by prioritizing relationships over transactions. As their business con ...

  • Lee Wealth Group Mortgage

    Loan Officer

    2 weeks ago


    Lee Wealth Group Mortgage Dallas, United States

    We are looking for an experienced, service, and detail-oriented mortgage loan officer to join our team. We believe in removing obstacles and creating a supportive environment for you to thrive in. If you have a proven track record of creating lending solutions for your clients, w ...

  • Fundbox

    Sr Analyst, Product

    2 weeks ago


    Fundbox Dallas, United States

    At Fundbox, we are dedicated to supporting small businesses through fast and incredibly intuitive access to working capital. With our embedded technology solutions, we've cultivated deep partnerships with industry-leading software to give small businesses financial agility and pe ...

  • BOK Financial

    Sr Credit Specialist

    2 weeks ago


    BOK Financial Dallas, United States

    Req ID: 75055 · Location: Dallas -DAL · Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting · Pay Transparency Salary Range: Not Available · Appli ...