Demo

Sr. Scenario and Exception Underwriter

Invictus Capital Partners / Verus Mortgage Capital
Bloomington, MN Remote Full Time
POSTED ON 1/16/2025 CLOSED ON 4/10/2025

What are the responsibilities and job description for the Sr. Scenario and Exception Underwriter position at Invictus Capital Partners / Verus Mortgage Capital?

Description

Verus Mortgage Capital is looking for a Senior Scenario and Exception Underwriter to join our team.  The ideal candidate can critically analyze complex loan scenarios and requests for exceptions to underwriting guidelines.  Experience in a correspondent loan acquisition environment and proven experience analyzing alternative income documentation including self-employed income analysis using bank statements, expense ratios, and P&L documentation, non-owner-occupied investment property income using debt service coverage ratio (DSCR), as well as standard income documentation is a must. Verus does not rely on automated underwriting applications for credit decisioning so the scenario desk underwriter must be able to perform a manual underwrite of all aspects of a transaction including independent appraisal and value reconciliation, entity and trust ownership structures, and identification of layered risks.  The exception underwriter is responsible for partnering with Sellers and internal staff to quickly determine viable scenarios, assist in structuring scenarios that align with criteria, and consider formal exceptions to guidelines.   Thinking skills based on this determination, the underwriter will either approve or deny the scenario / exception as appropriate.

Responsibilities and Duties :

  • Reviews and responds to scenario and exception requests within agreed upon Service Level Agreement (SLA).    Proactively communicates (verbally and written) with internal & external clients to obtain additional information / details when needed. Clear and concise communication is expected in all situations.
  • Analyzes scenarios as presented and documents, including but not limited to, mortgage applications, credit history and income documents, title documents, appraisals, and other documents as necessary.
  • Approves, declines, or refers scenarios and exceptions within limits of assigned authority.
  • Maintain complete and accurate records of recommendations and decisions to ensure transparency and oversight is available.

Education and Experience :

  • High school diploma or equivalent required
  • Minimum of five years' experience underwriting non-Agency loans.
  • Manual underwriting experience highly preferred
  • Required proficiency in alternative non-Agency income analysis and Appraisal Evaluations
  • Thorough understanding of credit risk and an ability to review complex loan transactions.
  • Key Competencies :

  • Critical Analysis : Ability to evaluate complex loan scenarios, income documentation, and risk layers manually and accurately.
  • Underwriting Expertise : Proficiency in underwriting Non-Agency loans, including alternative income analysis and credit risk assessment.
  • Clear Communication : Strong written and verbal communication skills to explain decisions effectively to internal and external stakeholders.
  • Attention to Detail : Precision in maintaining complete and accurate records of recommendations and decisions for transparency.
  • Problem-Solving : Skilled in structuring viable solutions for challenging loan scenarios within established guidelines.
  • How This Role Demonstrates Our Values :

  • Integrity : Upholds ethical practices and accountability in decision-making, ensuring transparency and adherence to guidelines.
  • Collaboration : Works proactively with Sellers and internal staff to determine viable solutions and provide clear guidance.
  • Excellence : Demonstrates high standards in analysis and documentation, delivering accurate and thorough underwriting decisions.
  • Critical Curiosity : Applies inquisitiveness and analytical thinking to identify risks, assess scenarios, and propose innovative solutions.
  • Benefits

  • Great compensation package
  • Attractive benefits plans and paid time off
  • 401(k) w / company matching
  • Professional learning and development opportunities
  • And much more!
  • Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.

    All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.

    Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age, or sexual orientation, or because of a person’s disability or medical condition.

    Invictus Capital Partners, LP, a leading investment firm, established in 2008, and its affiliate Verus Residential Loanco, LLC, manage and oversee investments in mortgage loans, primarily with a focus on the non-QM market. Invictus is located in Washington, D.C. and has approximately 50 employees, and Verus is located in Minneapolis and has approximately 170 employees. The Companies have overseen the acquisition of over $30 billion in assets since their inception. In addition, Invictus manages funds with over $3 billion in capital under management that have sponsored 60 rated securitizations. Interested candidates can learn more about the Companies by visiting www.invictuscp.com and www.verusmc.com.

    Salary.com Estimation for Sr. Scenario and Exception Underwriter in Bloomington, MN
    $85,881 to $113,257
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