U.S. Bank

Financial Planning and Analysis

• Provide accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products
• Calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors
• Ensure all fund accounting functions are completed in accordance with Generally Accepted Accounting Principles (GAAP)
• Records trade information, income/expense activity and applies valuation of securities in the portfolio accounting system
• Enters and reconciles all investor contributions and withdrawals in the partnership accounting system
• Allocates fund level profits to individual investors for preparation and distribution of investor statements
• Reviews and coordinates fund expense analysis and expense processing
• Prepares fund financial statements, audit and tax schedules

Senior Accountant, Alternative Investments

Manager

• Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region.
• Maintains a personal pipeline of retail mortgage loans.
• Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance.
• Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues.
• Communicate business goals, objectives and company performance results to staff.
• Promote an effective sales environment through sales training, individual and team coaching, and in the creation of marketing materials.
• Act as liaison between U.S. Bank Home Mortgage and other departments/areas of the company.
• Establishes collaborative partnerships with other business lines within U.S. Bank.

Mortgage Branch Manager

Solutions Engineer

• Lead, coach, and develop an operations team responsible for Wealth Banking Services client support
• Set clear expectations, monitor performance, and provide ongoing feedback and development
• Manage staffing levels, workflow distribution, and capacity planning to meet SLAs in a high-growth environment
• Foster a culture of accountability, collaboration, and continuous improvement
• Oversee daily execution of client servicing activities, including: Teller-type transactions, Wire transfers, Loan payments, Account opening and maintenance, Ongoing client service requests
• Ensure operational processes are executed accurately, efficiently, and in compliance with internal policies and regulatory requirements
• Identify opportunities to improve efficiency, scalability, and risk mitigation
• Ensure adherence to legal, regulatory, and accounting requirements impacting Wealth Management and Securities Services
• Maintain strong operational controls and documentation
• Partner with compliance, risk, and audit teams as needed
• Partner with internal stakeholders across Wealth Management, Operations, and leadership teams
• Communicate effectively with peers and leaders regarding performance, capacity, risks, and improvement opportunities
• Support change initiatives related to growth, process optimization, and systems

Wealth Banking Services Solutions Manager – Operations

Project Manager

• Own the design, delivery, and ongoing evolution of performance reporting and analytics for the Direct Sales organization
• Track and report on key business and sales KPIs including sales activity, lead generation, retention activity, value‑added sales (MPS) , and USB deepening (referrals and compensation)
• Produce executive‑ready insights that highlight trends, risks, opportunities, and performance against targets
• Support campaign analytics and compensation reporting , including performance thresholds and required reporting files
• Maintain reporting structures and hierarchies, ensuring alignment across BI platforms and master data (MDM)
• Leverage Salesforce and related tools as key data sources for analytics, dashboards, and reporting
• Partner with technical and BI teams to ensure data accuracy, integrity, and consistency across systems
• Identify opportunities to automate or streamline recurring reports and reduce manual effort
• Partner with Direct Sales leadership, Marketing, Finance, HR, and Business Intelligence teams to align reporting definitions and priorities
• Support ongoing tracking of lead‑generation and retention activities in coordination with Marketing and Hybrid teams
• Continuously improve reporting processes to better support sales execution and leadership decision‑making

Sales Analytics and Performance Reporting Project Manager

Security Engineer

• Leading staff in the completion of audit engagements with minimal supervision from managers
• Monitoring progress of audit engagements against plan and schedule
• Assessing work performed by the audit engagement team
• Providing coaching and on-the-job training for team members
• Ensuring engagements are completed in conformance with internal audit policies and procedures
• Partnering with leaders in assigned Line of Business, Risk/Compliance/Audit (RCA) Consultants, and other RCA Managers
• Overseeing the successful creation, implementation, and maintenance of an effective risk management framework
• Leading projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations
• Facilitating the identification of gaps and driving solutions that minimize losses resulting from inadequate internal processes, systems, or human errors
• Ensuring the active identification, response and/or escalation of risks as appropriate
• Influencing policies and procedures to maximize profit potential and minimize regulatory exposure
• Accountable for an effective partnership between the Line of Business and the Lines of Defense

Senior Audit Project Manager – Information Security

Director

• Provide strategic leadership for quality assurance and testing across Card Technology.
• Ensure seamless operation of software components and meet quality standards.
• Lead a multi-disciplinary team of software engineers, test engineers, and automation specialists.
• Provide architectural guidance for testing frameworks and CI/CD integration.
• Build relationships with engineering, platform, product, and business stakeholders.
• Establish high engineering standards for testing architecture and documentation.
• Represent the testing function in strategic planning and leadership forums.

Director of Integrated Testing

• Manage and deliver a broad portfolio of Direct Sales initiatives and projects, ensuring priorities are executed on time
• Support day‑to‑day sales operations, resolving issues and acting as a point of coordination for sales leaders
• Lead and continuously improve new‑hire onboarding and ongoing sales enablement programs
• Deliver training across Direct sales skills, Salesforce adoption, USB solutions, and rules of engagement
• Partner closely with Marketing to support campaign execution, lead‑generation tracking, associations, and data tools (e.g., ZoomInfo)
• Represent the Direct Sales team on internal cross‑functional calls related to customer impact, pricing actions, and communications
• Drive process improvement to better align Direct Sales with CAM retention teams and USB bankers

Direct Sales Project Manager

• Own the design, delivery, and ongoing evolution of performance reporting and analytics for the Direct Sales organization
• Track and report on key business and sales KPIs including sales activity, lead generation, retention activity, value‑added sales (MPS), and USB deepening (referrals and compensation)
• Produce executive‑ready insights that highlight trends, risks, opportunities, and performance against targets
• Support campaign analytics and compensation reporting, including performance thresholds and required reporting files
• Maintain reporting structures and hierarchies, ensuring alignment across BI platforms and master data (MDM)
• Leverage Salesforce and related tools as key data sources for analytics, dashboards, and reporting
• Partner with technical and BI teams to ensure data accuracy, integrity, and consistency across systems
• Identify opportunities to automate or streamline recurring reports and reduce manual effort
• Partner with Direct Sales leadership, Marketing, Finance, HR, and Business Intelligence teams to align reporting definitions and priorities
• Support ongoing tracking of lead-generation and retention activities in coordination with Marketing and Hybrid teams
• Continuously improve reporting processes to better support sales execution and leadership decision-making

Direct Sales Analytics, Performance Reporting Project Manager

Analyst

• Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans
• Conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers
• Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company
• May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio

SBA Credit Analyst, Level 6

• Works closely with colleagues at all levels, from senior business leaders to front line staff, and solves challenging and complex business problems across various functions with a broad exposure across U.S. Bank.
• Supports the assessment, design and delivery of enterprise-wide process improvement initiatives spanning multiple business lines/functions.
• Gathers and analyzes best practices within and outside U.S. Bank to establish benchmark data, leverage predictive analysis to formulate and test hypotheses, develop and communicate recommendations for projects and workstreams.
• Applies knowledge by managing project, workstream and related activities as part of enterprise-wide transformation initiatives while working with business leaders to shape and manage project scope, drive implementation, ensuring sustainable outcomes.
• Provides objective recommendations and knowledge with the aim of creating value, increase productivity, reduce cost, maximizing growth, and improving business performance.
• Determines how new information technologies can support reengineering business processes.
• Creates and manages stakeholder updates, including executive level presentations.
• Develops strong working relationships with business partners, subject matter experts, support functions, and other key stakeholders.

Senior Project Manager

• Translate customer research (CX) requirements into Qualtrics platform
• Program, build and test surveys, email templates, dashboards, and reports from the feedback platform
• Build workflows to automate tasks
• Collaborate with researchers and insight consultants in programming surveys
• Work with data/technology representatives in ensuring data and lists used are clean and complete
• Build ticketing protocols that will facilitate closed loop
• Manage the samples for each of these programs and ensure that automation is built to support a robust feedback platform

CX Survey Manager

• Responsible for managing, monitoring and coordinating risk management projects for assigned product line
• Predicts the level of credit risk, develops policies and procedures used to evaluate and control credit risk, and maximizes profit potential and credit quality of the assigned product line
• Responsible for the profit (loss) of assigned product line(s)
• Develops, builds and maintains the analytical framework and support systems for the account origination and reporting processes

Payments Credit Risk Manager

Call Center Representative

• Collects payment on assigned delinquent accounts by reviewing documentation
• Contacts customers/clients by telephone and/or written correspondence
• Arranges repayment schedules in order to minimize loss to the organization

Call Center Collector

Strategy

• Leads end-to-end partner integration activities from concept to execution through technical consulting and relationship management.
• Collaborates with Alliance and Digital product leadership teams to develop Alliance features, technology roadmaps, implementation plans, estimation efforts, scheduling, and delivery approaches.
• Serves as liaison between internal teams (engineering, sourcing, product, business, strategy) and external partners to ensure alignment and smooth execution.
• Guides engineering and production support teams to resolve production issues as required.
• Has a thorough understanding of industry trends and various partner integration models to help drive improvements and efficiency to the alliance technology package.
• Performs initial technical “due diligence” for prospective vendors and partners; and oversees the vendor onboarding process as required.
• Assists with business development activities including RFP responses, partner onboarding and relationship management activities.
• Support technical solutioning including “proofs of concept”, “limited rollouts / pilots” and helping to gather feedback necessary to validate and measure success.

Group Business Strategy Consultant

• Perform financial forecasting, planning, and variance analysis for GCM income statement, balance sheet and key metrics
• Monitor and analyze business-level performance, identify trends, risks and opportunities
• Develop and maintain financial models to evaluate strategic decisions, such as resource allocation or funding strategies
• Prepare management reports, presentations and ad-hoc analyses for senior leadership including board level summaries, investor relations and regulatory submissions
• Collaborate with cross-functional teams (e.g. Treasury, Risk, HR, Controllership, Portfolio Management) to support forecast/planning process, month-end close activities and relationship profitability analysis
• Drive process improvements, such as enhancing reporting tools or simplify operations to focus on high-impact areas