Strategic Syndications Portfolio Manager

UMB Financial Corporation; Denver (CO); Sur place; USD 82 000 - 120 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision and other保险

Health savings, flexible spending, and

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Associate wellbeing program

Associate emergency fund

Various associate banking benefits

Résumé du poste

UMB Financial Corporation in Denver seeks a Portfolio Manager – Syndications to support growth of our Syndications platform. You will prepare marketing materials, assist with structuring deals, and manage a portfolio of syndicated transactions from waiver to amendment activity, coordinating with partners and internal teams.

The role requires five years of commercial credit analysis experience, strong MS Office skills, and proven verbal and written communication abilities.

Qualifications

• You have a five years of Commercial credit analysis experience.
• You have a solid working knowledge of Microsoft Suite.
• You have persuasive and concise verbal and writing skills to write clear and precise analytical documents and to adapt communication style to different audiences.
• You have demonstrated teamwork ability to contribute to multidisciplinary project teams.
• You have ability to build and maintain positive relationships within and outside of UMB.
• You have ability to act independently and resourcefully.

Responsabilités

• Prepare marketing materials for syndicated deals (requires credit analysis).
• Assist with structuring syndicated transactions.
• Manage portfolio of existing syndicated deals, including running point on waiver, consent and amendment activity for existing UMB-led deals.
• Help manage deal-related inquiries from external bank partners.
• Review and advise on loan documentation for syndicated transactions.
• Coordinate with Loan Administration team for syndicated loan closings and ongoing draws for syndicated deals.
• Create a database of all UMB-Agented deals with ticklers for maturities and reporting items.
• Process and resolve inquiries and requests from external bank partners on existing syndicated deals.
• Maintain contact management on third-party data site Debticate for syndicated deals and assist with ongoing calling efforts.
• Manage collection of reporting items for syndicated deals from internal deal teams and posting to Debticate.
• Engage with UMB Relationship Managers and other internal parties as it relates to syndicated transactions.
• Assist with internal reporting, internal education and market updates.
• Performs other duties as assigned.

Connaissances

Commercial credit analysis

Verbal communication

Written communication

Team player

Relationship building

Independence

Outils

Microsoft Suite

Description du poste

UMB Financial Corporation in Denver seeks a Portfolio Manager – Syndications to support growth of our Syndications platform. You will prepare marketing materials, assist with structuring deals, and manage a portfolio of syndicated transactions from waiver to amendment activity, coordinating with partners and internal teams.

The role requires five years of commercial credit analysis experience, strong MS Office skills, and proven verbal and written communication abilities.