Senior CLO Relationship Manager (Remote)

UMB Bank; City of Albany (NY); Remote; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, vision coverage

Job summary

UMB is seeking a seasoned Corporate Trust professional to support the largest CLO clients remotely. You will manage day-to-day client service, monitor internal controls, and work with senior management to improve processes and systems.

Responsibilities include resolving complex issues, handling billing and cash transactions, performing debt service calculations, and reviewing documents. You will also train teams on CLO products and drive cross-functional improvements.

Qualifications

• Bachelor's degree or equivalent work experience.
• 7+ years relevant CLO industry experience.
• Master's degree and professional certifications preferred.

Responsibilities

• Resolve complex issues and provide support to senior levels of client staff.
• Operate independently to service the largest clients and resolve the most complex issues.
• Provide day-to-day support to CLO accounts including billing, cash and debt service calculations, and payment generation.
• Review legal documents and ensure operational mechanics are appropriate.
• Develop and lead trainings related to CLO products and services.

Skills

Bank loans

CLOs/Private Debt

Trade cycle

Client relationship

Change management

Self-directed

Advanced Excel

Leadership

Education

Bachelor's degree or equivalent

7+ years CLO industry experience

CCTS/CTMC certifications

Master's Degree

Tools

Microsoft Excel

Job description

UMB is seeking a seasoned Corporate Trust professional to support the largest CLO clients remotely. You will manage day-to-day client service, monitor internal controls, and work with senior management to improve processes and systems.

Responsibilities include resolving complex issues, handling billing and cash transactions, performing debt service calculations, and reviewing documents. You will also train teams on CLO products and drive cross-functional improvements.