Senior CLO Relationship Manager

UMB Bank; Town of Texas (WI); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

annual incentive pay

paid holidays

medical, dental, vision coverage

health savings accounts

Job summary

UMB is seeking a senior Corporate Trust professional to provide highly complex support to the largest CLO clients, manage day-to-day client service activities, monitor internal controls, and collaborate with senior staff to improve processes and systems.

You will handle billing for administrative fees, facilitate transaction closings, ensure compliance, develop new procedures, lead trainings on CLO products, and contribute to cross-training and efficiency initiatives.

Qualifications

• Bachelor's degree or equivalent work experience with 7+ years in CLO industry.
• Experience with CLOs, Interval Funds, ABLs and Private Debt.
• Strong understanding of trade cycles: settlements, closings and loan administration.

Responsibilities

• Provide highly complex support to the largest CLO clients and monitor internal controls.
• Manage day-to-day client service activities and advise on process improvements.
• Handle billing for admin fees, facilitate closings, and ensure timely compliance.
• Lead trainings on CLO products and develop efficient cross-training programs.
• Review legal documents and negotiate provisions with internal/external teams.

Skills

Corporate bank loans

CLOs knowledge

Loan administration

Client relationship management

Operational controls

Leadership skills

Networking skills

Self-directed work

MS Excel

Education

Bachelor's degree

Master’s Degree

Certified Corporate Trust Specialist (CCTS)

Corporate Trust Master Certification (CTMC)

Tools

MS Excel

Job description

UMB is seeking a senior Corporate Trust professional to provide highly complex support to the largest CLO clients, manage day-to-day client service activities, monitor internal controls, and collaborate with senior staff to improve processes and systems.

You will handle billing for administrative fees, facilitate transaction closings, ensure compliance, develop new procedures, lead trainings on CLO products, and contribute to cross-training and efficiency initiatives.