Portfolio Manager-Syndications

UMB Bank; Phoenix (AZ); Hybrid; USD 82,000 - 120,000; Full time

Job summary

UMB Bank is seeking a Portfolio Manager – Syndications to grow our Syndications platform. The role reports to the Manager of Loan Syndications and works with internal teams and external partners to advance syndicated deals.

You will prepare marketing materials, help structure transactions, manage waivers and amendments, review loan documents, and coordinate closings. Applicants should have five years of commercial credit analysis experience, solid Excel skills, and the ability to work

Qualifications

• Five years of commercial credit analysis experience.
• Solid working knowledge of Microsoft Suite.
• Persuasive and concise verbal and writing skills for analytical documents.
• Demonstrated teamwork ability in multidisciplinary projects.
• Ability to build and maintain positive relationships within and outside of UMB.
• Ability to act independently and resourcefully.

Responsibilities

• Prepare marketing materials for syndicated deals (requires credit analysis).
• Assist with structuring syndicated transactions.
• Manage portfolio of existing syndicated deals, including waivers, consents and amendments for UMB-led deals.
• Help manage deal-related inquiries from external bank partners.
• Review and advise on loan documentation for syndicated transactions.
• Coordinate with Loan Administration for closings and ongoing draws for syndicated deals.
• Create a database of all UMB-Agented deals with ticklers for maturities and reporting items.
• Process and resolve inquiries from external bank partners on existing syndicated deals.
• Maintain contact management on third-party data site Debticate for syndicated deals and assist with calling efforts.
• Manage collection of reporting items for syndicated deals from internal deal teams and posting to Debticate.
• Engage with UMB Relationship Managers and other internal parties regarding syndicated transactions.
• Assist with internal reporting, internal education and market updates.
• Performs other duties as assigned.

Skills

Credit analysis

Teamwork

Communication

Tools

Microsoft Excel

Job description

Hybrid

Denver CO

Tulsa OK

Milwaukee WI

Albuquerque NM

Dallas TX

Dubuque IA

Fort Worth TX

Phoenix AZ

Lubbock TX

St. Louis MO

Minneapolis MN

Salt Lake City UT

Saint Paul MN

Colorado Springs CO

Oklahoma City OK

Kansas City MO

Full time

R-9632

As the Portfolio Manager – Syndications , you will assist with the efforts and growth of our Syndications platform. This position will report to the Manager of Loan Syndications and will work closely with the Transaction Manager - Loan Syndications and internal and external partners to assist with syndication activity. Internally, this is a key function of the organization as our Syndications platform continues to grow.

How you'll spend your time:

• Prepare marketing materials for syndicated deals (requires credit analysis).
• Assist with structuring syndicated transactions.
• Manage portfolio of existing syndicated deals, including running point on waiver, consent and amendment activity for existing UMB-led deals.
• Help manage deal-related inquiries from external bank partners.
• Review and advise on loan documentation for syndicated transactions.
• Coordinate with Loan Administration team for syndicated loan closings and ongoing draws for syndicated deals.
• Create a database of all UMB-Agented deals with ticklers for maturities and reporting items.
• Process and resolve inquiries and requests from external bank partners on existing syndicated deals.
• Maintain contact management on third-party data site Debticate for syndicated deals and assist with ongoing calling efforts.
• Manage collection of reporting items for syndicated deals from internal deal teams and posting to Debticate.
• Engage with UMB Relationship Managers and other internal parties as it relates to syndicated transactions.
• Assist with internal reporting, internal education and market updates.
• Performs other duties as assigned.

We're excited to talk to you if:

• You have a five years of Commercial credit analysis experience.
• You have a solid working knowledge of Microsoft Suite.
• You have persuasive and concise verbal and writing skills to write clear and precise analytical documents and to adapt communication style to different audiences.
• You have demonstrated teamwork ability to contribute to multidisciplinary project teams.
• You have ability to build and maintain positive relationships within and outside of UMB.
• You have ability to act independently and resourcefully.

This position was posted on 10/23/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$81,864 - $120,406

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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