Senior CLO Relationship Manager — Remote

UMB Bank; Carson City (NV); Remote; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Job summary

UMB is seeking a Senior Corporate Trust Specialist to support the CLO product for its largest clients in a remote, full-time role. You will manage day-to-day operations, ensure internal controls, and collaborate with senior management to drive efficiency and new business opportunities.

Qualifications include 7+ years in CLOs, a Bachelor's degree (Master's preferred), and advanced Excel skills. The role offers minimal travel, strong team collaboration, and opportunities to impact process

Qualifications

• Bachelor's degree or equivalent work experience.
• 7+ years of CLO industry experience.
• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) preferred.

Responsibilities

• Provide highly complex client service for CLO accounts and manage fees.
• Support cash and investment transactions and compliance items.
• Lead process improvements with management and legal teams.
• Develop trainings on CLO products and services.
• Assist onboarding of new products and cross-training initiatives.
• Mentor junior associates and participate in system testing.

Skills

Corporate loans

CLOs

Debt structures

Client relationship

Operational knowledge

Leadership

Networking

Change management

Self-directed

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 Specialist to support the CLO product for its largest clients in a remote, full-time role. You will manage day-to-day operations, ensure internal controls, and collaborate with senior management to drive efficiency and new business opportunities.

Qualifications include 7+ years in CLOs, a Bachelor's degree (Master's preferred), and advanced Excel skills. The role offers minimal travel, strong team collaboration, and opportunities to impact process