Lead CLO Relationship Manager

UMB Bank; United States; Remote; USD 98,000 - 145,000; Full time

Job summary

UMB Bank is seeking a highly experienced Corporate Trust professional to support a group of the largest clients with CLO products. You will manage day-to-day operational and client service activities, oversee controls, and collaborate with senior management to improve processes, policies, and systems.

The role involves handling billing, cash and investment transactions, fee recommendations, transaction closings, compliance reviews, and cross-functional training as a CLO SME.

Qualifications

• Ability to provide highly complex support to large, demanding client groups.
• Experience managing day-to-day operational/client service activities.
• Strong focus on internal controls within a specialized corporate trust team.

Responsibilities

• Manage day-to-day operational/client service activities for top CLO clients.
• Monitor and enforce internal controls within the CLO corporate trust team.
• Collaborate with senior management and technical staff to identify process improvements.
• Resolve the most complex administrative issues and support senior client staff.

Job description

UMB Bank is seeking a highly experienced Corporate Trust professional to support a group of the largest clients with CLO products. You will manage day-to-day operational and client service activities, oversee controls, and collaborate with senior management to improve processes, policies, and systems.

The role involves handling billing, cash and investment transactions, fee recommendations, transaction closings, compliance reviews, and cross-functional training as a CLO SME.