1

Investment Underwriter Jobs (NOW HIRING)

As a Mortgage Underwriter (Investment Underwriter) on Unison's Operations team, you will play a critical role in evaluating the risk and soundness of Unison's residential real estate investments.

As a Mortgage Underwriter (Investment Underwriter) on Unison's Operations team, you will play a critical role in evaluating the risk and soundness of Unison's residential real estate investments.

As a Mortgage Underwriter (Investment Underwriter) on Unison's Operations team, you will play a critical role in evaluating the risk and soundness of Unison's residential real estate investments.

Review mortgage loan files to asses risk and compliance with agency and investor underwriting guidelines. Duties & Responsibilities: Collect and analyze loan documentation to calculate risk and ...

The role will be responsible for financial modeling, investment underwriting, portfolio analysis, market research, and reporting, while playing an active role in acquisitions, dispositions ...

Investment Analyst

Red Bank, NJ ยท On-site

$95K - $115K/yr

The role will be responsible for financial modeling, investment underwriting, portfolio analysis, market research, and reporting, while playing an active role in acquisitions, dispositions ...

Investment Underwriting & Financial Analysis * Prepare and maintain sophisticated financial models for prospective investment opportunities, updating models as lease, debt financing, and operating ...

Investment Analyst

Manhattan, NY ยท On-site

$165K - $195K/yr

The role is designed for a professional seeking to deepen transaction execution, underwriting, and investment judgment within a collaborative and high-accountability environment. Successful ...

The Collateral Underwriter is responsible for the assessment of all subject collateral originated ... Remain informed and current on all agency and investor guidelines and updates. * Maintain a high ...

Responsible for underwriting designated residential loans by analyzing credit data to ensure compliance with investor and company guidelines and requirements. ESSENTIAL FUNCTIONS (RESPONSIBILITIES)

next page

Showing results 1-20

Investment Underwriter information

See salary details

$32.5K

$78.9K

$139.5K

How much do investment underwriter jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment underwriter in the United States is $78,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $87,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Investment Underwriter position, and why are they important?

To thrive as an Investment Underwriter, you need a strong background in finance, risk assessment, and analytical decision-making, typically supported by a degree in finance, economics, or a related field. Familiarity with financial modeling software, risk analysis tools, and certifications such as the Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) is often required. Excellent communication, attention to detail, and the ability to work collaboratively are valuable soft skills in this role. These skills enable underwriters to accurately evaluate investment risks and returns, ensure compliance, and contribute effectively to the organization's success.

What does an Investment Underwriter do?

An Investment Underwriter evaluates financial risks and assesses potential investments for banks, insurance firms, or investment companies. They analyze market trends, company financials, and economic conditions to determine the viability of securities, loans, or insurance policies. Their role is crucial in ensuring that investments align with risk tolerance and profitability goals. They also collaborate with analysts, portfolio managers, and clients to structure financial deals and mitigate potential losses.

What are the typical career progression opportunities for an Investment Underwriter?

Investment Underwriters often start in entry-level analyst positions and can advance to senior underwriter or risk manager roles with experience. Over time, those who demonstrate strong analytical capability and leadership skills may move into supervisory, portfolio management, or even executive positions within finance or insurance organizations. There are also opportunities to specialize in particular sectors or types of investments, which can lead to advisory or consultative roles. Many organizations provide training and support for obtaining advanced certifications, helping professionals broaden their expertise and advance their careers.

More about Investment Underwriter jobs
What are the most commonly searched types of Investment Underwriter jobs? The most popular types of Investment Underwriter jobs are:
Infographic showing various Investment Underwriter job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $78,878 per year, or $37.9 per hour.
Mortgage Underwriter

Mortgage Underwriter

Unison

Omaha, NE โ€ข On-site

Full-time

Medical, Dental, PTO

Posted 29 days ago


Job description

About the role:
As a Mortgage Underwriter (Investment Underwriter) on Unison's Operations team, you will play a critical role in evaluating the risk and soundness of Unison's residential real estate investments. This position is responsible for conducting thorough due diligence across property valuation, creditworthiness, and income analysis to ensure each investment aligns with Unison's underwriting standards and risk framework.
Unison's proprietary technology provides underwriters with a comprehensive, data-driven view of each transaction. Senior Investment Underwriters bring judgment, rigor, and experience to complement this technology, applying disciplined analysis and a principled approach to decision-making. As advanced users of Unison's underwriting tools, you will also contribute to the continuous improvement of underwriting processes and automation initiatives, helping scale the business while maintaining strong risk controls.
This is a hybrid position with a requirement of 3 full days in our Omaha, Nebraska office.
Responsibilities:
  • Perform comprehensive underwriting reviews of residential real estate investments, including property valuation, applicant credit, and income analysis.
  • Review and assess residential appraisals to ensure compliance with Unison underwriting guidelines and valuation standards.
  • Review home inspection reports, identify deferred maintenance or risk factors, and document findings clearly and consistently.
  • Conduct income underwriting, including analysis of documentation and calculation of qualifying income, to support credit decisioning.
  • Serve as an escalation point for complex or higher-risk transactions, providing guidance and sound judgment to teammates and team leaders.
  • Perform quality control reviews and internal audits, including spot checks of completed deals, to ensure consistency, accuracy, and adherence to underwriting guidelines.
  • Provide ongoing feedback to support the refinement of Unison's proprietary underwriting systems, decisioning models, and operational procedures.
  • Partner with Product, Technology, and Operations teams on automation and tooling initiatives, advocating for data integrity, risk discipline, and regulatory alignment.
  • Stay informed on trends and developments in PropTech, FinTech, and residential real estate, and proactively identify opportunities to improve underwriting quality and efficiency.
  • Contribute to a collaborative team environment by sharing expertise, supporting peer development, and promoting underwriting best practices.

About you:
  • Bachelor's degree in finance, economics, business, real estate, or a related field, or equivalent professional experience.
  • 2+ years of experience in residential mortgage, real estate, or investment underwriting; experience in senior or escalation-focused roles is strongly preferred.
  • Strong understanding of property valuation, credit analysis, income underwriting, and residential real estate risk factors.
  • Experience handling underwriting exceptions and escalations with sound judgment and clear documentation.
  • Highly detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
  • Strong written and verbal communication skills, with the ability to clearly articulate underwriting decisions and risk considerations.
  • Collaborative, team-oriented mindset with a willingness to mentor and support peers.
  • Comfort working with data-driven tools and technology-enabled underwriting platforms.

Why join us?
The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.
Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.
About us:Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.
The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.
Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.
We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.