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U.S. Bank · 1 day ago

Wealth Management Commercial Post Underwriting

Minneapolis, MN

Full-time

Onsite

New Grad, Entry Level

$27.50/hr - $36.68/hr

U.S. Bank is a financial institution dedicated to helping customers and businesses make informed financial decisions. The Wealth Management Commercial Post Underwriting role involves coordinating loan/lease packages in compliance with policies and regulations, while ensuring effective communication with various stakeholders to resolve issues and complete documentation.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames

Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file

Ensures compliance with internal policies, regulatory and investor requirements and customer service standards

May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds

Qualification

Legal document knowledgeLoan documentation constructionClosing policies knowledgeDocumentation software masteryCredit policies knowledgeCritical thinkingOrganizational skillsVerbal communicationWritten communicationFast-paced work

Preferred

Advanced knowledge of legal documents used to support applicable loan/lease processing

Ability to work with legal staff to solve complex documentation needs

Ability to apply critical thinking for all elements of loan documentation construction

Ability to master the bank's documentation software

Comprehensive knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems

Comprehensive knowledge of applicable credit policies and approval processes for assigned product(s)

Ability to work effectively and accurately in a fast paced, high production, professional environment

Strong organizational skills

Effective verbal and written communication skills