Wealth Management Commercial Post Underwriting
$57,200–$76,294 year
On-siteMinneapolis, Minnesota, United States
Minneapolis, Minnesota, United StatesOn-siteFull Time$57,200–$76,294 yearAssociates DegreeEnterprise
Full TimeAssociates DegreeEnterprise
Job Summary
Review approved loan packages and supporting documentation, entering and maintaining data within internal systems. Coordinate with documentation preparation partners and bankers to validate completed loan documents for accuracy and completeness. Identify and resolve documentation deficiencies to ensure loans meet all requirements for funding readiness while supporting risk management and compliance standards. This role serves as a key partner in the loan fulfillment process, delivering a high-quality client and banker experience within the Commercial Post Underwriting function.
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
Desired 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
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