Wealth Management Commercial Post Underwriter

U.S. Bancorp
Minneapolis, Wisconsin, Oregon
Workplace: OnsiteFull timeUSD 27.5 - 36.68Function: Banking, Lending & CreditExperience: 2+ yearsEducation: associatesSkills: ["Accuracy","Attention to detail","Organizational skills","Analytical thinking","Communication","Judgement","Problem-solving","Prioritization"]

Manage the loan fulfillment process after underwriting approval for Commercial Post Underwriting within Wealth Management. Review approved loan packages and documentation, enter and maintain information in internal systems, and coordinate with documentation preparation partners to fix deficiencies. Validate completed documents for accuracy and completeness while partnering with bankers to drive funding readiness, supporting U.S. Bank’s risk management, operational, and compliance standards and ensuring a strong client and banker experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Wealth Management Commercial Post Underwriter

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Manage the loan fulfillment process after underwriting approval for Commercial Post Underwriting within Wealth Management. Review approved loan packages and documentation, enter and maintain information in internal systems, and coordinate with documentation preparation partners to fix deficiencies. Validate completed documents for accuracy and completeness while partnering with bankers to drive funding readiness, supporting U.S. Bank’s risk management, operational, and compliance standards and ensuring a strong client and banker experience.
Location: Minneapolis, Wisconsin, Oregon
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Review approved loan packages and support documentation to ensure loans progress efficiently through documentation, execution, and funding.
  • •Enter and maintain information within internal systems and coordinate with documentation preparation partners.
  • •Validate completed loan documents for accuracy and completeness, resolving documentation deficiencies.
  • •Work closely with bankers throughout the document execution process to help ensure readiness for funding.
  • •Support risk management, operational, and compliance standards while delivering a high-quality client and banker experience.

Pay and Benefits

Salary: USD 27.5 - 36.68
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceRetirement401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •Associate’s degree in business, finance, or related field (equivalent professional experience considered).
  • •Two to three or more years of experience in loan documentation, loan operations, or related banking functions.
  • •Proficiency in banking systems and Microsoft Office applications.
  • •Strong analytical and problem-solving skills with sound judgment to identify and resolve discrepancies.
  • •Effective written and verbal communication skills and the ability to manage multiple priorities in a regulated, fast-paced environment.
Experience:2+ years
Education:Associate's in business, finance, or related field
Skills:AccuracyAttention to detailOrganizational skillsAnalytical thinkingCommunicationJudgementProblem-solvingPrioritization
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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