Wealth Management Associate Jobs in Appleton, WI

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.

The Wealth Management Post Underwriter supports the Commercial Post Underwriting function within Wealth Management by managing the loan fulfillment process following underwriting approval. This role serves as a key partner to bankers, documentation preparation teams, and internal stakeholders to ensure approved loans progress efficiently through documentation, execution, and funding.

Responsibilities include reviewing approved loan packages and supporting documentation, entering and maintaining information within internal systems, coordinating with documentation preparation partners, and validating completed loan documents for accuracy and completeness. The Post Underwriter works closely with bankers throughout the document execution process, identifies and resolves documentation deficiencies, and helps ensure loans meet all requirements for funding readiness. This position plays a critical role in delivering a high-quality client and banker experience while supporting the Bank's risk management, operational, and compliance 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 ourdisability 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 theE-Verify program.

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.