Underwriting Liaison

Description

Responsibilities and Duties:

• Act as the primary contact of the conditions submission and clearing process / review, and as the liaison and coordinator between the TPO client and Underwriting.
• Proactively managing all condition related follow-up to ensure they are collected from the TPO client and submitted to underwriting.
• Communicate effectively with TPO clients and team members to resolve issues or address questions related to loan documentation / conditions.
• Provide underwriting guidelines and condition subject matter expertise to the TPO client. 
• Meet service level agreements (SLAs) for collection and submission of loan conditions.
• Manage file organization, upload documents to systems, and maintain accurate records.

Education and Experience:

• High school diploma or equivalent required.
• 3 to 5 years of experience in mortgage originations (e.g. loan processing, underwriting support).
• High Familiarity with mortgage loan guidelines, underwriting philosophy, and loan documentation.
• Non-Agency / non-QM experienced required.
• Strong attention to detail and organizational skills.
• Ability to prioritize and manage multiple tasks in a deadline-driven environment.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and loan origination systems.
• Team-oriented mindset with the ability to work collaboratively.

• Communication Skills: Must have strong relationship management skills with strong customer service orientation. Must effectively interact with underwriters, TPO clients, and sales / operational team members to resolve issues and provide clear updates.
• Attention to Detail: Ensuring accuracy in reviewing and inputting loan documentation and maintaining data integrity throughout the underwriting process.
• Organizational Skills: Managing multiple tasks, maintaining well-organized records, and ensuring timely submission of required documents.
• Problem-Solving: Adapting to a fast-paced environment and addressing challenges or discrepancies in loan submissions.
• Technical Proficiency: Competence in using Microsoft Office Suite and mortgage-related systems for efficient document management and data processing.

• Integrity: The Underwriting Liaison builds confidence through accuracy and transparency, ensuring every detail is handled with honesty and consistency in both client and team interactions.
• Collaboration: This role depends on strong teamwork, working hand-in-hand with underwriters, TPO clients, and internal partners to keep processes efficient and loan files moving without delay.
• Excellence: Excellence is shown through precision and reliability—meeting deadlines, maintaining quality standards, and supporting Verus’s reputation for delivering trusted lending solutions.
• Critical Curiosity: By asking thoughtful questions and exploring complex loan scenarios, the Underwriting Liaison uncovers smarter solutions and opportunities to strengthen client relationships and processes.

Benefits

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development: tuition reimbursement and growth opportunities
• Commuter and transit benefits