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Underwriting Assistant
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-06-24
Listing for:
Valley Bank
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Responsibilities Include But Are Not Limited To
- 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
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