Associate, Underwriting

Jobtailor; California (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor in the United States seeks an entry‑ to mid‑level loan underwriting assistant to support senior underwriters with due diligence and documentation management. You will help assemble loan packages, maintain files, and ensure timely close.

You will input data into a proprietary pipeline platform, coordinate with third‑party reports, and participate in borrower calls to track status and accuracy of operating statements and rent rolls.

Qualifications

• BA/BS in Finance, Accounting, Real Estate or Business Admin preferred.

Responsibilities

• Assist during loan underwriting by collecting and managing due diligence docs.
• Prepare and update due diligence checklists and workbooks.
• Collect and review underwriting documentation and status.
• Establish and maintain loan files.
• Input data into the pipeline management platform.
• Coordinate with Third Party Manager and Underwriter.
• Participate in borrower calls on status and timing.
• Analyze property operating statements, rent rolls, and third party reports.
• Assist with assembling loan packages and ensure quality control.
• Reconcile and approve final loan accounting.

Skills

Loan underwriting

Financial analysis

Real estate finance

Due diligence

Microsoft Office

Education

Bachelor's degree in Finance/Accounting/Real Estate/Business Admin

Tools

Pipeline platform

Electronic data storage

Job description

• Assist the senior staff and/or Underwriter during the loan underwriting process by requesting, collecting, and managing required due diligence documentation
• Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates
• Collect, review, and advise underwriting team regarding receipt and status of all underwriting documentation
• Establish and maintain loan files
• Retain and organize loan documentation in appropriate electronic data storage folders
• Collect and input data into proprietary pipeline management platform
• Coordinate with the Third Party Manager and the Underwriter on the engagement and receipt of required third party reports
• Participate in regular calls with borrowers regarding due diligence status, timing updates, and coordination with various external parties
• Work with Underwriter to collect, input and analyze property data including property operating statements, rent rolls, and third party report information
• Verify and update property operating information in underwriting analysis workbook
• Review and notify Underwriter of any material issues; Transfer data from reports to underwriting analysis workbook and narrative
• Assist with assembling loan package, ensuring quality control, and delivering to Investors after closing
• Reconcile and approve final loan accounting

Requirements

• Bachelor’s degree in Finance, Accounting, Real Estate, or Business Administration preferred
• 1-3 years of commercial real estate experience required; multifamily strongly preferred
• Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred
• High-level knowledge of financial statement analysis, general accounting, cash flows and mortgage interest calculations
• Knowledge of real estate finance and/or investment real estate, particularly multifamily
• Applicable knowledge of Microsoft Office suite

Core Competencies

Demonstrates expertise in loan underwriting processes, including due diligence documentation management and financial statement analysis. Proficient in coordinating with underwriting teams and external parties to ensure timely and accurate loan package assembly.

Highest-signal resume keywords

• Loan Underwriting Process
• Financial Statement Analysis
• Real Estate Finance
• Due Diligence Documentation Management
• Microsoft Office Suite

ATS Optimization Keywords

Hard Skills

• Financial Statement Analysis
• Mortgage Interest Calculations
• Data Input and Analysis
• Loan Package Assembly
• Quality Control

Soft Skills

• Communication
• Coordination
• Organizational Skills

Industry Keywords

• Commercial Real Estate
• Multifamily
• Fannie Mae
• Freddie Mac
• Real Estate Investment

Tools & Technologies

• Proprietary Pipeline Management Platform
• Electronic Data Storage