The Retail Staff Underwriter II supports retail and wholesale platforms by providing loan decisions, underwriting guidance, and scenario analysis based on GSE guidelines. They also maintain a pipeline of loans for final approval and ensure compliance with investor and quality control standards.
The role involves developing and managing equipment finance accounts to maximize profitability while driving new business development with bank clients and prospects. Responsibilities include creating marketing plans, coordinating with underwriting, and maintaining accurate client information in the CRM system.