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Surety Underwriter II (Walnut Creek, Pasadena, Mission Viejo, And San Diego)

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Associate Principal Engineer

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Results driven and accomplished insurance professional with over 12 years of experience in Underwriting. Background includes training and mentoring new underwriters on procedures, policies, and strategies for success. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Detail-orientated Underwriter with expertise in risk assessment, pricing, and proposal generation. Proficient in evaluating risk and developing rates for new and renewal policies. Team-oriented and successful in building relationships with sales agents and other internal partners to achieve business goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.


  Accomplished, motivated professional seeking employment in the mortgage or customer service industry. Leveraging excellent work ethics, accountability, integrity, and customer service oral and written communication. Made outbound calls to obtain additional documentation for loan completion. Answered inbound calls, chats, and emails to facilitate customer service and satisfaction. Nineteen plus years of mortgage underwriting experience. Proficient at building an accurate and solid risk evaluation for salable FHA, Conventional, Non-QM, and Reverse mortgages. Can act quickly to address conflicts and solve problems. Ensured compliance with underwriting policies, guidelines, overlays and maintained familiarity with constant changes in policy and procedures. Demonstrated history of maximizing customer service and consistently exceeding performance goals.

Specialties: Direct Endorsement/quality analyst, forensics, auditing and customer service.
Lo share point, Microsoft outlook, and MS Office

Dedicated Mortgage Professional with over 10 years of experience in loan underwriting, file review, and client support within retail and wholesale mortgage environments. Highly skilled in managing loan documentation, ensuring compliance, and supporting brokers through all stages of the mortgage process. Recognized for strong communication, organizational precision, and the ability to improve workflow efficiency in fast-paced lending operations.

Joan Buchanan

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Group Underwriter

Group Underwriter

Group and Individual Underwriter

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Bachelor of Arts - American History

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Group Underwriter

Group Underwriter

Group and Individual Underwriter

Bachelor of Arts - American History

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