Senior CLO Relationship Manager

UMB Financial Corporation; Texas; Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Job summary

UMB Financial Corporation is seeking a senior specialist to provide complex support to the largest CLO clients, manage day-to-day operations, and monitor controls within the corporate trust team. The role involves collaborating with senior management, identifying process improvements, and leading CLO trainings.

The position emphasizes client relationship management, accuracy in debt service calculations, and cross-functional work with legal and compliance to ensure proper documentation and

Qualifications

• Bachelor's degree or equivalent work experience and 7+ years relevant CLO industry experience.
• Preferred: CCTS certification or CTMC Master Certification.
• Master's Degree preferred.

Responsibilities

• Provide highly complex support to the largest clients with the most complex needs.
• Manage day-to-day operational/client service activities and monitor internal controls within the CLO corporate trust team.
• Identify business process improvements and assist with onboarding of new products/services in CLO space.
• Lead trainings related to CLO products and services and collaborate with sales/legal/compliance teams.

Skills

Corporate loans

CLOs

Interval Funds

ABLs

Private Debt

Trade settlements

Client relationship management

Communication skills

Project management

Leadership

Self-directed

Education

Bachelor's degree or equivalent

Master’s Degree

CCTS certification

CTMC

Tools

MS Excel

Job description

UMB Financial Corporation is seeking a senior specialist to provide complex support to the largest CLO clients, manage day-to-day operations, and monitor controls within the corporate trust team. The role involves collaborating with senior management, identifying process improvements, and leading CLO trainings.

The position emphasizes client relationship management, accuracy in debt service calculations, and cross-functional work with legal and compliance to ensure proper documentation and