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crm excel powerpoint underwriting outlook📋 Description
- Underwrite business-purpose residential loans (1-4 units) to risk standards.
- Oversee a team of Investment Analysts with daily coaching.
- Review borrower files, appraisals, titles, and third-party reports.
- Serve as final credit decision maker for escalations.
- Ensure compliance with guidelines, fund requirements, and laws.
- Manage loan pipeline to meet funding deadlines.
🎯 Requirements
- 5+ years in private or business-purpose lending.
- 2+ years in a leadership/management role.
- Familiar with investor-focused loan products (fix & flip, bridge).
- Strong borrower and collateral analysis (credit, income, valuation).
- Experience with CRM and LOS platforms.
- Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint).
🎁 Benefits
- Health Benefits: Medical, Dental, Vision, Life
- PTO (Holidays, Vacation, Sick)
- 401k + Matching
- Real estate investing incentives
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