Wealth Management Commercial Post Underwriting

U.S. Bancorp
Minneapolis
Workplace: OnsiteFull timeUSD 27.5 - 36.68Function: Insurance & ActuarialExperience: 2+ yearsEducation: associatesSkills: ["Accuracy","Attention to detail","Organizational skills","Analytical thinking","Problem-solving","Sound judgement","Communication"]

Manage the commercial loan fulfillment process after underwriting approval within Wealth Management. Review approved loan packages, coordinate documentation preparation partners, maintain and update information in internal systems, and validate completed documents for accuracy and completeness. Partner closely with bankers to resolve documentation deficiencies and ensure loans meet requirements for funding readiness. Help support a high-quality client and banker experience while meeting risk management, operational, and compliance standards.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Wealth Management Commercial Post Underwriting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Manage the commercial loan fulfillment process after underwriting approval within Wealth Management. Review approved loan packages, coordinate documentation preparation partners, maintain and update information in internal systems, and validate completed documents for accuracy and completeness. Partner closely with bankers to resolve documentation deficiencies and ensure loans meet requirements for funding readiness. Help support a high-quality client and banker experience while meeting risk management, operational, and compliance standards.
Location: Minneapolis
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Entry level

Key Responsibilities

  • •Manage the loan fulfillment process after underwriting approval within Wealth Management.
  • •Review approved loan packages and supporting documentation, and enter and maintain information in internal systems.
  • •Coordinate with documentation preparation partners and validate completed loan documents for accuracy and completeness.
  • •Work with bankers throughout document execution, identifying and resolving documentation deficiencies.
  • •Help ensure loans meet requirements for funding readiness while supporting risk management, operational, and compliance standards.

Pay and Benefits

Salary: USD 27.5 - 36.68
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidayPension

Key Requirements

  • •Associate’s degree in business, finance, or a related field (equivalent professional experience considered).
  • •Two to three or more years of experience in loan documentation, loan operations, or related banking functions.
  • •Comprehensive understanding of loan documentation requirements, including collateral, vesting, and ownership structures.
  • •Demonstrated knowledge of applicable banking regulations, policies, and compliance standards.
  • •Proficiency in banking systems and Microsoft Office applications.
Experience:2+ years
Education:Associate's in business, finance, or related field
Skills:AccuracyAttention to detailOrganizational skillsAnalytical thinkingProblem-solvingSound judgementCommunication
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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Glassdoor: 3.8
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