Wealth Management Underwriting
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Minnesota • Oregon • United States
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Salary
💰 $28 - $37 per hour
About the role
- 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.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically eight or more years of relevant experience
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan processinglease processinglegal document preparationclosing policiesfunding policiesunderwriting requirementscredit policiesautomated processing systemsdocumentation softwarecritical thinking
Soft Skills
organizational skillscommunicationproblem-solvingattention to detailtime managementcollaborationcustomer serviceadaptabilityanalytical thinkinginterpersonal skills
Certifications
Bachelor's degree