Underwriting Clerk
Description
1. Review information provided by loan processors for accuracy and completeness and
prepare and send DocuSign packets for new loans and miscellaneous loan modifications.
2. Assist with scanning and electronic filing of loan and miscellaneous documents, ensuring
documents are properly organized and accessible.
3. Provide backup support for loan title processing, including logging new loans, updating
tracking records, submitting title applications, filing received titles, and following up with
the state, dealerships, and staff to resolve title-related issues.
4. Assist Underwriting with data entry, loan booking, and ongoing administrative support to
ensure accurate and timely loan processing.
5. Complete daily reports, retrieve required loan documents from the vault, and assist with
insurance tracking and cancellations to support the Underwriting Coordinator.
6. Support departmental and organizational priorities through additional responsibilities,
cross-functional collaboration, and special projects as assigned.
*Strong written, verbal, analytical, and presentation skills, with the ability to communicate
clearly and respectfully across diverse audiences. --*Demonstrated ability to collaborate effectively with individuals from a wide range of
backgrounds, roles, and departments.
*Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, or the
ability to learn similar tools.