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  Underwriting Support Specialist  

  EVERENCE SERVICES

  Permanent - Lancaster

  Posted: 18/09/2025

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  POSITION SUMMARYSupports the underwriting team in collecting, verifyin... Read More

  POSITION SUMMARY
  Supports the underwriting team in collecting, verifying, and analyzing documentation for the commercial loan portfolio. Ensures loan files are complete, accurate, and compliant with internal policies and regulatory guidelines. Offers individuals the opportunity to apply basic loan analysis skills to relationship reviews and small commercial loan requests. Additionally, the role is crucial in ensuring that the credit union maintain a healthy and well-documented commercial loan portfolio. The expectation is that the individual delivers professional and excellent service to internal and external members, clients, and teams.

  RESPONSIBILITIES AND DUTIES

  Underwriting supportAccurately evaluate new business loan requests for the borrower's creditworthiness, repayment ability, and overall relationship risk with the credit union.Prepare detailed credit memos that include all analysis needed for the approving officer or business loan committee to make an informed lending decision.Coordinate with the commercial credit analyst team to efficiently manage the business and Everence Association loan pipeline.Coordinate with Business Development Officers (BDOs) to ensure that complete and accurate borrower files are maintained, including all necessary financial and due diligence information.Assist with ordering and reviewing business loan due diligence.Loan reviews and borrower financials trackingAccurately evaluate current commercial loan relationships for the borrowers' creditworthiness, repayment ability, and overall relationship risk with the credit union.Prepare comprehensive review memos that evaluate borrowers' current relationship performance and collateral stability.Recommend any modifications to relationship and loan risk ratings and document results.Track and oversee the borrower review and financial collection tracking pipelines.Coordinate with BDOs and the loan servicing team to send borrower financial tracking letters.Appraisal pipeline oversight Order all appraisals and commercial evaluations as requested by underwriting and BDO staff.Follow up with appraisers and the third-party appraisal management company to ensure deadlines are met and questions are addressed.Coordinate construction draw inspections and disbursements.Take responsibility for establishing and maintaining strong, professional business relationships, along with effective coordination and communication with both internal teams and external members or clients. Responsible for related duties as required or assigned Maintain a clean, secure, and well-kept work area.Attend all required team meetings and activities.Keep all sensitive and private information confidential.

  QUALIFICATIONS

  Education:
  Bachelor's degree or equivalent work or educational experience preferred.

  Experience:

  Two years of bank or credit union experience requiredTwo years of experience in loan servicing and/or underwriting preferred

  
  Skills and Abilities:

  Strong interpersonal skillsExcellent communication and public relations skillsThorough understanding of lending and deposit programs, policies, procedures, and related legal requirementsSolid math skills and strong technology/computer skillsProficiency in Microsoft Office (Excel, Word, Teams, Outlook, etc.)Ability to maintain confidentialityAbility to analyze accounts and loan requestsAttention to detail; well organizedAbility to assist others and work as part of a teamProblem-solving and decision-making abilitiesAbility to maintain an effective and efficient workflowProfessionalism, honesty, integrity, and good listening skills to build rapport and relationships Adaptability to changing workflows to maintain productivity during fast-paced timesAbility to sit and work at a computer for extended periods of timeSome lifting of files or boxes may be required (up to 25 lbs)

  SUPERVISORY RESPONSIBILITIES: None
  SCHEDULE: Full-time

  
  
  

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