Underwriting Assistant

Responsibilities

• Monitors the financial exception report on a regular basis to track financial statements. Based on findings, creates and provides reports to the CPM Team Leader and Manager of the Business Line.
• Ensures that the tickler dates are updated and correct on exception reports as financials are received.
• Escalates situations to the CPM and Loan Officer when the required financial statements are not received within 45 days of the initial letter or contact.
• Ensures that once financial statements are received, they are sent for imaging and provided to the CPM and Loan Officer for review.
• Contacts borrower's, bookkeepers and CPAs via phone, e-mail and mail requesting financial documentation required per the loan agreement.
• Monitors Portfolio Management reports such as Delinquent Real Estate Taxes, Liquid Collateral, Past Due Loans, etc. and works with Loan Officers on past due loans and to clear exceptions when necessary.
• Provides superior customer service by resolving issues and providing accurate and timely information to CPMs and Loan Officers.

• Proficient computer skills with knowledge of Microsoft Word and Excel and performing internet searches.
• Basic math skills, including the ability to compute ratios.
• Strong organizational skills and detail oriented.
• Ability to work in a fast-paced environment and move quickly through assignments to ensure deadlines are met.
• Ability to read, interpret and comprehend policies, procedures and training materials.

• High School Diploma or GED and minimum of one year banking experience.
• Completion of college level courses in accounting or finance and/or Associate's degree a minimum of two years banking, credit or lending experience preferred.

Full-time

Non-exempt

167 Fairfield Rd, Fairfield, New Jersey 07004, United States

70 Speedwell Ave, Morristown, New Jersey 07960, United States

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.

$16.50 - $25.58 / hour

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at , option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.