Wealth Management Post Underwriter - Portland or Minneapolis
$27.5 - $36.68 per hourUs Bank
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. Job Description 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. Required Qualifications 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 Preferred Qualifications 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 Location Expectations 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. Benefits Our 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-Verify U.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 stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $27.50 - $36.68 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. #J-18808-Ljbffr Us Bank
$27.5 - $36.68 per hour
...of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Wealth Management Post Underwriter supports the Commercial Post Underwriting function within Wealth Management by managing the loan fulfillment process...SuggestedFull timeWork at officeLocal area3 days per week- U.S. Bank is seeking a Wealth Management Post Underwriter to support the Commercial Post Underwriting function after underwriting approval. You will manage loan fulfillment, collaborate with bankers and documentation teams, and help ensure funding readiness. Responsibilities...Suggested
$88k - $129k
...Job SummaryThe mission of the underwriting function is to foster sound... ...Accounts ancillary lines market.Manage an in-force book of business... ...$129,000.00Positions will be posted for at least 5 days from... ...be bondable.SummaryLocation: Portland, OR; Remote, VT; Remote, USA;...SuggestedFull timeTraineeshipWork at officeLocal areaRemote work- Insurance Agent job at Farmers Insurance- District 7324. Portland, OR. Job Description Job Description Executive Opportunity: Agency... ...rapidly expanding Portland market. This is not a traditional management role; it is a private ownership opportunity backed by the infrastructure...SuggestedContract workWork at officeLocal areaImmediate start
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- ...Workers Compensation | Jurisdiction: WA | Licensing: WA (Hybrid - Portland, OR) Are you looking for an opportunity to join a global... ...to line of business preferred. Experience: 5 years of claims management experience or equivalent combination of education and experience...Work at officeWork from homeFlexible hours
- BCG Attorney Search is seeking a mid-level Corporate Associate to join its Corporate, M&A, and Securities Practice in Portland, Oregon. The ideal candidate has 2-5 years of corporate experience, including mergers and acquisitions, venture capital financings, and governance...
- ...is seeking an experienced Commercial Real Estate Underwriter to underwrite CRE loans, prepare presentations, and support Relationship Managers across a portfolio of construction, bridge, and permanent financing in Portland. The role emphasizes data-driven risk assessment...Permanent employment
- ...the company’s success. As an Underwriter III within PNC's Multifamily... ...organization, you will be based in Portland. PNC will not provide... ...any level of complexity or in management of a portfolio as assigned. Interacts... ...relevant pre-approval and post-approval activities....Full timeTemporary workPart timeWork experience placement
$78k - $140k
...Overview and Responsibilities Underwrites and prepares credit presentations... .... Assists CRE Relationship Managers (RMs) in monitoring a large loan... ...: 805 SW Broadway, Ste 2700 Portland, OR 97205‑3366. Ability to work fully onsite at the posted location(s) is required. Benefits...Permanent employmentWork experience placement$69k
...Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We...Remote jobWork from homeFlexible hours$25.94 per hour
...Location: Portland, OR Compensation: $25.94/hr starting, DOE Schedule: Full-Time | On-Site About the Opportunity Are you... ...looking to launch a meaningful career in insurance and claims management? Avenica has partnered with our customer—an industry-leading...Full timeContract workWork at office- Scott Brennan - State Farm Agent in Portland, OR is looking for a full-time Insurance Agent to join their dynamic team. The ideal candidate will focus on building and developing customer relationships in the community, promoting a range of State Farm products including...Full time
$72k - $141k
...under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific... ...; Southfield, MI, USA; Metairie, LA, USA; Washington, DC, USA; Portland, OR, USA; New York, NY, USA; Westerville, OH, USA; Plano, TX,...Full timeWork experience placementWork at officeLocal areaShift work$142.6k - $261.5k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...of solution “hot spots” exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor...Work experience placementSummer holidayFlexible hours$55k - $90k
...Associate for our partner location at the Oregon Humane Society in Portland, OR. The role focuses on converting opportunities into sales... ...monthly company meetings or check‑ins virtually as required. Manage expense budget and submit reports monthly. Handle all administrative...Work at officeFlexible hours$71k - $104k
...Join ESIS, a leader in risk management and insurance services, where... ...position will report into the Portland office. An applicable resident... ...covering both pre- and post-loss services. The pay range... ...financial strength, underwriting excellence, superior claims handling...Full timeTemporary workWork at officeLocal area- ...Senior Underwriting Specialist – Nonprofit Human Services This is not a transactional underwriting role. Our client is seeking a high-caliber Commercial Lines Underwriter to own and grow a specialized nonprofit and education portfolio, with real autonomy, technical...Local area
- ...complex accounts/cases (subject to required process oversight). Underwrites policies within underwriting authority. Makes decisions on... ...underwriting and administrative processes/workflows to properly manage or administer those issues Proven track record of developing and...Local area
$100k - $150k
...Personal Lines Underwriter When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns... ...: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create...WorldwideFlexible hours- John Proctor State Farm Insurance is seeking a motivated Insurance Agent to join their team in Portland, OR. This role involves building customer relationships and promoting various State Farm products including auto, home, and life insurance. The ideal candidate will...
$55k - $90k
...Pet Insurance Sales Associate at the Oregon Humane Society in Portland, OR. This role focuses on converting leads into sales while providing... ...parents. Key responsibilities include selling pet insurance, managing relationships, and recording customer information. Ideal...- ...representing American Family and its products exclusively. As an insurance agent, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set. Reasons why you...For contractorsLocal area
- ...Taubman Financial Management is seeking licensed life insurance agents for a 1099 independent contractor role. The company provides a fully automated back-office system, remote work, and uncapped commissions. You can operate solo or build your own team, with mentorship...For contractorsWork at officeRemote work
- ...portfolios to structure and implement high-level wealth preservation and protection strategies.... ...Distribution: Dynamically quote, underwrite, and secure coverage utilizing our multi... .... Digitally Proficient: Adept at managing virtual communication platforms and modern...Contract workWork at officeImmediate startRemote work
- Join John Proctor - State Farm Agent as a full-time Insurance Agent in Portland, OR. You will develop customer relationships and promote products like auto, home, and life insurance. Responsibilities include working with the agent on marketing goals and scheduling appointments...Full time
- OR - Portland Dist Brch 10200 SW Greenburg Rd Suite 150 & 180 Portland, OR 97223, USA OR -... ...Workers’ Compensation Claims Specialist manages within company best practices lower-level... ...process. In general, our opportunities will be posted for up to 1 year from date of posting, or...Minimum wageFull timeWork at officeLocal areaRemote workFlexible hours
- ...proactive service, and globally integrated capabilities. Guidewire System Implementation (Policy, Billing, Claims) Enterprise Data Management Reinsurance Accounting and Reporting Operations/Technology Performance Management and Measurement Enterprise Technology...Work experience placementSummer holidayFlexible hours
- Liberty Mutual Insurance is seeking an experienced underwriter to manage a portfolio of clients and brokers. The role requires strong analytical skills and the ability to make data-driven decisions in underwriting policies. Applicants should have a degree in Business and...
$205k - $340k
..., FL | Nashville, TN | Pittsburgh, PA | Portland, OR | Raleigh, NC | Seattle, WA This... ...intent, and related transaction documents Manage M&A transactions from diligence through... ...representation and warranty insurance underwriting matters Work directly with clients,...
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