The Wealth Management Post Underwriter supports the Commercial Post Underwriting function within Wealth Management by managing the loan fulfillment process following underwriting approval. This role serves as a key partner to bankers, documentation preparation teams, and internal stakeholders to ensure approved loans progress efficiently through documentation, execution, and funding. Responsibilities include reviewing approved loan packages and supporting documentation, entering and maintaining information within internal systems, coordinating with documentation preparation partners, and validating completed loan documents for accuracy and completeness. The Post Underwriter works closely with bankers throughout the document execution process, identifies and resolves documentation deficiencies, and helps ensure loans meet all requirements for funding readiness. This position plays a critical role in delivering a high-quality client and banker experience while supporting the Bank's risk management, operational, and compliance standards.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree