Put us to work for you and your clients

Reach out to discuss clients’ needs, get answers to your questions, get help starting an application or for other information.

Taylor Miller

National Director
taylor.d.miller@usbank.com
816-652-3722

Teresa L. Vine

Insurance Premium Finance Banker
teresa.vine@usbank.com
216-623-9298

Josh Proffitt

Insurance Premium Finance Banker
joshua.proffitt@usbank.com
513-632-5512

Amanda Garcia

Insurance Premium Finance Banker
amanda.garcia@usbank.com
541-325-9693

Kimberly K. Porter

Insurance Premium Finance Banker
kimberly.porter@usbank.com
971-978-2157

Holly L. Buchanan

Insurance Premium Finance Banker
holly.buchanan@usbank.com
216-623-9227

Clayton Rivest

Insurance Premium Finance Banker
clayton.rivest@usbank.com
949-863-2333

Documents

Learn more about our offering with these key informational documents.

IPF FAQs
IPF guidelines
IPF collateral advance and margin rates

Submission forms

Submission guidelines

Follow these submission guidelines to gather the information that we require for underwriting.

IPF submission guidelines

Know your customer worksheet

You must complete this form and obtain a copy of a driver’s license.

U.S. Bank know your customer worksheet

Personal financial statement

This form must be completed and signed by the applicant and co-applicant.

Note: If the borrower already completed a personal financial statement, they do not need to complete this form but they do need to sign it and attach their completed personal financial statement.

U.S. Bank personal financial statement

Authorization form

This form must be signed by both applicant and co-applicant.

U.S. Bank authorization to consider and obtain personal information

How to view these documents

Note: Clicking on these documents to view them on-screen may produce an error message. It’s important to download each PDF and save it to your hard drive.

To save to your hard drive:
1. Right-click on the PDF name.
2. Select Save Link As.
3. Select Save.

Other ways to contact us:

 

teamipf@usbank.com
Start of disclosure content

Disclosures

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.