Remote Senior CLO Relationship Manager

UMB Bank; Helena (MT); Remote; USD 98,000 - 145,000; Full time

Job summary

UMB Bank is seeking a skilled CLO operations professional for remote work in the United States. The role focuses on servicing the largest clients, managing the day-to-day operations, and ensuring compliance within the CLO product line.

Candidates should bring extensive CLO industry experience, deep knowledge of bank debt structures, and strong leadership to drive process improvements and client satisfaction. Training and cross‑functional collaboration are key components.

Qualifications

• Demonstrates deep understanding of corporate bank loans.
• Experience with CLOs, Interval Funds, ABLs, and Private Debt.
• Knowledge of the full trade cycle: settlements, closings, loan administration, loan agency.
• Strong client relationship management skills.

Responsibilities

• Provide highly complex support to large clients with complex needs.
• Manage day‑to‑day operational/client service activities with internal controls.
• Identify business solutions to improve processes, policies and systems.
• Prepare accounts for compliance review and handle compliance exceptions.
• Lead trainings and participate in system testing for CLO products.

Skills

CLOs knowledge

Bank debt structures

Trade cycle knowledge

Client relationship mgmt

Communication skills

Leadership capabilities

Education

Bachelor's degree or equivalent

7+ years CLO industry experience

CCTS/CTMC certification

Master’s Degree

Job description

UMB Bank is seeking a skilled CLO operations professional for remote work in the United States. The role focuses on servicing the largest clients, managing the day-to-day operations, and ensuring compliance within the CLO product line.

Candidates should bring extensive CLO industry experience, deep knowledge of bank debt structures, and strong leadership to drive process improvements and client satisfaction. Training and cross‑functional collaboration are key components.