Wealth Management Post Underwriter - Portland or Minneapolis
Listed on 2026-07-21
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Finance & Banking
Banking Operations, Financial Compliance, Risk Manager/Analyst, Loan Servicing
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at—all from Day One.
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.
- 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
- 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
This role requires working from a U.S. Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
BenefitsOur approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity…
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