Senior CLO Relationship Manager — Remote

UMB Bank

Lansing (MI)

Remote

USD 98,000 - 145,000

Full time

14 days+
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Benefits offered by this job

401(k) matching
Health insurance
Paid time off
Employee assistance program

Job summary

UMB Bank is seeking an experienced CLO specialist to provide advanced client support and manage complex operational activities for the largest clients. You will work with senior staff to optimize processes, review docs, and ensure compliance while guiding system improvements and trainings across CLO products.

The role emphasizes leadership, client relationships, and the ability to drive changes in workflows and policies within a dynamic corporate trust environment.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 7+ years of CLO industry experience.
  • CCTS or CTMC certifications preferred.
  • Master's degree preferred.

Responsibilities

  • Provide highly complex support to top clients in the CLO space.
  • Monitor internal controls within the corporate trust team.
  • Lead process improvements and cross-functional initiatives.
  • Develop trainings related to CLO products and services.
  • Assist with onboarding new CLO products and clients.

Skills

Corporate trust
Client relationships
Project management
Leadership
Attention to detail
Communication skills
Change management

Education

Bachelor's degree
7+ years CLO experience
CCTS Certification
CTMC Certification
Master's Degree

Tools

MS Excel
Corporate trust software

Job description

UMB Bank is seeking an experienced CLO specialist to provide advanced client support and manage complex operational activities for the largest clients. You will work with senior staff to optimize processes, review docs, and ensure compliance while guiding system improvements and trainings across CLO products.

The role emphasizes leadership, client relationships, and the ability to drive changes in workflows and policies within a dynamic corporate trust environment.

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