Wealth Management Post Underwriter - Portland or Minneapolis

U.S. Bank • Minneapolis, MN

6d • $28 - $37 • Hybrid

About The Position

The Wealth Management Post Underwriter is responsible for the accurate preparation, review, and processing of Wealth Management loan documentation in accordance with the Bank’s policies, procedures, and regulatory requirements. This position ensures the integrity and compliance of all WM loan files by verifying supporting documentation including collateral, trusts, vesting, and ownership along with researching and resolving discrepancies and coordinating with internal stakeholders. The role requires strong attention to detail, sound judgment, and a commitment to maintaining the Bank’s risk management standards.

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

Nice To Haves

• Comprehensive understanding of loan documentation requirements, including collateral, vesting, and ownership structures
• Demonstrated knowledge of applicable banking regulations, policies, and compliance standards
• Exceptional accuracy, attention to detail, and organizational skills
• Strong analytical and problem-solving skills, with the ability to exercise sound judgement in identifying and resolving discrepancies
• Proficiency in banking systems and Microsoft Office applications
• Effective written and verbal communication skills, with the ability to interact professionally across all levels of the organization
• Ability to manage multiple priorities and meet deadlines in a regulated, fast-paced environment

Responsibilities

• Accurate preparation, review, and processing of Wealth Management loan documentation in accordance with the Bank’s policies, procedures, and regulatory requirements.
• Ensuring the integrity and compliance of all WM loan files by verifying supporting documentation including collateral, trusts, vesting, and ownership.
• Researching and resolving discrepancies.
• Coordinating with internal stakeholders.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree