U.S. Bank

Data Scientist

• Lead the design and evolution of reusable data product accelerators, reference architectures, and integration patterns across platforms such as Snowflake, Databricks, and Power Platform.
• Serve as a senior technical and product advisor to delivery teams adopting enterprise data platforms and tools.
• Identify recurring friction points in data product delivery and design scalable solutions that remove those barriers.
• Partner with platform, architecture, and governance teams to evaluate, test, and validate data and analytics tools.
• Lead proofs of concept and comparative assessments to inform tool rationalization and standardization decisions.
• Translate platform capabilities into clear adoption pathways, playbooks, and usage guidance for teams.
• Apply product thinking to data and analytics capabilities, ensuring solutions are designed for usability, adoption, and measurable impact.
• Define success metrics for accelerators and enablement efforts, tracking adoption, reuse, and productivity gains.
• Continuously refine assets based on feedback, usage data, and evolving enterprise needs.
• Work closely with data engineers, analytics engineers, architects, data product owners, and governance partners to align solutions with enterprise data strategy.
• Act as a connector across teams, ensuring consistency while respecting domain specific needs.
• Influence engineering and product standards through credibility, hands on expertise, and demonstrated results.
• Evaluating, testing, and experimenting with emerging data and AI tools, platforms, and services.
• Documenting project outcomes, transition plans, adoption guides, and solution usage scripts to support enterprise rollout.

Senior Data Product Accelerator Lead – Data Innovation, Tools

Business Analyst

• The Business Analyst partners with product managers, business stakeholders, data scientists, and technology teams to support the delivery of AI-driven solutions that enhance and modernize the end-to-end Mortgage and Home Equity origination experience.
• This role is responsible for eliciting, analyzing, documenting, and translating business needs into clear functional and non-functional requirements, user stories, acceptance criteria, and workflow designs that enable the successful development and implementation of AI-powered capabilities.
• Collaborates across the origination lifecycle to define data requirements, model inputs and outputs, decisioning logic, and workflow integrations while ensuring business context is incorporated into solution design and evaluation.
• Facilitates stakeholder alignment through requirements workshops, backlog refinement, and cross-functional working sessions, serving as a liaison between business and technical teams.
• Responsibilities include supporting test planning, user acceptance testing, implementation readiness, and validation of AI-driven solutions to ensure alignment with business objectives and operational needs.
• Supports AI governance, model risk management, regulatory compliance, audit documentation, and control requirements, partnering with Risk and Compliance teams to ensure solutions meet established standards.
• Contributes to performance measurement, KPI tracking, continuous improvement initiatives, dependency management, and Agile delivery activities to help drive successful adoption and business outcomes.

Business Technology Analyst – AI

Solutions Engineer

• Leading the vision, strategy, development, and delivery of AI-driven solutions
• Driving the identification, evaluation, and implementation of innovative artificial intelligence capabilities
• Developing business cases, conducting cost-benefit and ROI analyses
• Collaborating with Procurement, Legal, Risk, and Technology teams
• Translating business needs into scalable product requirements
• Establishing product roadmaps and defining minimum viable products (MVPs)
• Monitoring emerging trends in artificial intelligence, machine learning, fintech, intelligent automation, predictive analytics, and mortgage technology
• Defining success metrics, tracking performance against key business outcomes, and developing go-to-market strategies
• Managing cross-functional dependencies, removing delivery obstacles, supporting quarterly planning activities

Senior Product Manager – AI Solutions

Product Manager

• Ensure a data-driven approach to prioritize the highest-value AI capabilities, platform enhancements, and user needs.
• Drive adoption, usability, and operational effectiveness of AI products and platforms through continuous measurement and optimization.
• Advocate for reusable AI capabilities, patterns, and platform services that enable enterprise scale, speed to market, and consistent governance.
• Leverage market trends, emerging AI capabilities, user feedback, and business priorities to define and evolve AI product strategy.
• Define product vision, success metrics, and roadmaps for AI platforms, tools, and capabilities.
• Align AI product priorities across Technology, Data, Risk, Security, and business stakeholders to establish an integrated delivery roadmap.
• Regularly reevaluate priorities to optimize capacity against business value, user outcomes, risk considerations, and platform health.
• Leverage OKRs (Objectives and Key Results) and product metrics to guide roadmap decisions and investment priorities.
• Drive the integration of AI platforms and capabilities into business workflows and experiences to maximize adoption and value realization.
• Promote platform modernization, observability, monitoring, governance, and operational excellence practices that improve reliability, transparency, and performance.
• Drive product delivery through the agile lifecycle, from discovery and experimentation through implementation and continuous improvement.
• Leverage product discovery techniques to validate customer needs, identify opportunities, and prioritize the most impactful solutions.
• Partner with cross-functional teams to establish product-market fit through research, journey mapping, prototyping, product chartering, and stakeholder engagement.
• Define north-star and supporting metrics that connect platform performance, user adoption, and business outcomes.
• Continuously measure results against targets and identify opportunities to improve adoption, operational effectiveness, and value delivery.
• Use product metrics, platform telemetry, and user feedback to optimize execution and ensure teams remain focused on the highest-value work.

AI Product Manager

Banker

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel
• Strong client relationships based on trust, assessing and attending to customers’ banking needs
• Obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services
• Recommending solutions based on each customer’s unique goals and needs
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs
• Maintains a working knowledge of consumer and business banking products and services including digital products and services
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions
• Develops collaborative partnerships with branch team members and partners to best serve clients
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Client Relationship Banker

Operations

• Responsible for supervising the day-to-day activities related to all loan processing, loan servicing and/or default management functions along with the corresponding operational functions
• Provides supervision and guidance to employees in assigned area(s); manages their work flow, ensuring timelines, quality and service expectations are met
• Interfaces with other departments, regions, vendors, agencies, etc., to resolve support-related issues
• Communicates new policies, procedures, and products to staff
• Maintains a high level of customer service both internally and externally
• Provides ongoing training, coaching, motivating, and team building of support staff
• Recommends hires, transfers, terminations, salary adjustments, performance standards, and reviews of support staff
• Approves employee time records, work assignments, vacations, sick pay, etc.

Mortgage Operations Supervisor

Loan Specialist

• Receives and purchases loans from third party lenders
• Reviews loans to ensure compliance with bank, regulatory and investor guidelines and customer service standards and determine acceptability
• Communicates with lenders, staff, title companies, etc. to resolve outstanding items in order to obtain all necessary documentation and ensure completeness and accuracy
• Delivers loan packages in a timely manner to Secondary/Pooling Unit for sale on Secondary market
• Packages and submits government loan files to HUD/VA for insurance/guaranty
• Prepares required disclosure information within designated time frames ensuring compliance with all regulations

Mortgage Loan Purchase Specialist

Mortgage Loan Originator

• Originates mortgage loans in an assigned metropolitan territory
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources
• Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Consultant

• Build relationships with customers through multiple channels including in-person, by appointment, and virtually to provide counsel
• Assess and attend to customers’ banking needs, obtaining and processing customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Open new consumer and business accounts, complete service requests and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Collaborate with branch team members and partners to best serve clients

Client Relationship Consultant, Banker

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
• Ensure all fund accounting functions are completed in accordance with Generally Accepted Accounting Principles (GAAP)
• Record trade information, income/expense activity and apply valuation of securities
• Enter and reconcile all investor contributions and withdrawals in the partnership accounting system
• Allocate fund level profits to individual investors for preparation and distribution of investor statements
• Review and coordinate fund expense analysis and expense processing
• Prepare fund financial statements, audit and tax schedules

Alternative Investment Accountant 2

• Lead onboarding efforts for new users, business processes, and use cases within the ARES platform.
• Analyze current-state business processes and translate them into future-state workflows and system requirements.
• Create and maintain process maps, workflows, and documentation using tools such as Visio, Lucidchart, or similar platforms.
• Coordinate User Acceptance Testing (UAT), readiness activities, issue resolution, and production implementation efforts.
• Identify process gaps, risks, and opportunities for improvement and provide recommendations that enhance efficiency and user experience.
• Partner with internal WCIB Operations teams to gather requirements, answer questions, provide guidance, and support platform adoption.
• Build trust and influence stakeholders through organizational and process changes, even when working without direct authority.
• Support platform enhancements, production troubleshooting, onboarding initiatives, and other strategic business technology projects.
• Collaborate with cross-functional partners to ensure successful implementation and long-term adoption of business solutions.

Business Technology Analyst – Operations

• Originates mortgage loans in an assigned metropolitan territory.
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources.
• Customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.

• Originates mortgage loans in an assigned metropolitan territory.
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources.
• Customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

• Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
• Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
• Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Investment Portfolio Manager

Program Specialist

• Create and communicate end-to-end stress testing calendars, including forecast production, review & challenge, and documentation timelines
• Maintain alignment across calendars by identifying dependencies and sequencing across workstreams
• Update and communicate calendar changes, ensuring impacted partners remain aligned on key deliverable expectations
• Partner with teams to resolve timeline conflicts and downstream impacts
• Build and maintain centralized program plans and trackers providing visibility into milestones, deliverables, and ownership
• Deliver clear and concise reporting that enables senior leadership to understand priorities, risks, status, and key decisions
• Translate program data into actionable insights to support informed decision-making
• Leverage Workiva and AI capabilities to enhance reporting quality and efficiency
• Demonstrate end-to-end ownership of program deliverables, ensuring timelines are met and risks and issues are proactively managed
• Partner across teams to drive accountability and ensure timely completion of production and documentation deliverables
• Support user access onboarding/offboarding and quarterly/annual access audits
• Coordinate with partners to meet audit and regulatory requests timely
• Coordinate with internal team to complete control audit requests timely
• Facilitate coordination of meetings and supporting presentations
• Lead post-cycle feedback collection and translate insights into actionable improvement plans
• Communicate, monitor and drive closure of program action items and challenges

Senior Data Product Accelerator Lead – Data Innovation, Tools

Business Technology Analyst – AI

Senior Product Manager – AI Solutions

AI Product Manager

Client Relationship Banker

Mortgage Operations Supervisor

Mortgage Loan Purchase Specialist

Mortgage Loan Originator

Client Relationship Consultant, Banker

Alternative Investment Accountant 2

Business Technology Analyst – Operations

Mortgage Loan Originator

Mortgage Loan Originator

Investment Portfolio Manager

Capital Stress Testing Program Specialist