Wealth Management Commercial Post Underwriter - Minneapolis or Portland

About the role

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

• Reviewing approved loan packages and supporting documentation
• Entering and maintaining information within internal systems
• Coordinating with documentation preparation partners
• Validating completed loan documents for accuracy and completeness
• Working closely with bankers throughout the document execution process
• Identifying and resolving documentation deficiencies
• Helping ensure loans meet all requirements for funding readiness
• Supporting the Bank's risk management, operational, and compliance standards

Required Qualifications

• 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

Preferred Qualifications

• 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

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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