Relationship Manager III – CLO

🕒 Setembro 9

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $98.208 - $144.705 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 13%

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UMB Bank

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1913

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

UMB Bank é uma empresa de serviços financeiros que oferece uma variedade de soluções bancárias para clientes pessoais, empresariais e institucionais. Eles oferecem produtos de banco pessoal, como contas correntes, contas poupança, cartões de crédito, empréstimos e serviços de gestão de patrimônio. Para empresas, a UMB Bank fornece gestão de fluxo de caixa, empréstimos, cartões de crédito, financiamento de capital e soluções de benefícios para funcionários. A empresa também oferece soluções institucionais, incluindo mercados de capitais, serviços de fundos e banco institucional e fintech. A UMB Bank foca em fornecer serviços bancários personalizados com expertise em diversos setores, aproveitando sua compreensão das complexidades da indústria financeira.

Descrição

• Provide highly complex support to an assigned group of large, complex clients • Manage day-to-day operational and client service activities • Monitor internal controls within the specialty corporate trust team focused on CLO products • Work with senior management and technical staff to identify improvements to business processes, policies, and systems • Resolve complex administrative issues and support senior client staff • Independently service large clients and resolve complex issues • Support existing CLO accounts, including billing, fee recommendations, transaction closings, cash and investment transactions, compliance monitoring, debt service calculations, payment generation, and follow-up • Set up or delegate issues in systems, prepare accounts for compliance review, and respond to compliance exceptions • Recommend and submit new business for approval • Provide sales teams with feedback to accurately price new business • Explore marketing opportunities and new CLO products and services with management • Review legal documents for appropriate operational mechanics • Negotiate document provisions with internal legal, external legal, and compliance teams • Ensure cash processing and procedures support newly onboarded products • Develop and lead CLO product and service training • Serve as a subject matter expert on projects and system testing • Lead development and implementation of more efficient processes • Participate in cross-training for other specialty corporate trust roles • Provide indirect management of junior associates • Perform other duties as assigned

🎯 Requisitos

• Bachelor's degree or equivalent work experience • 7+ or more years of relevant experience in the CLO industry • Deep understanding of corporate bank loans • Experience with bank debt structures including CLOs, Interval Funds, ABLs, and Private Debt • Deep understanding of the full trade cycle, including settlements, closings, loan administration, and loan agency • Strong client relationship management skills • Ability to provide positive client experiences through associate engagement, technology, workflows, and processing • Ability to manage multiple projects and timelines • Exceptional written and verbal communication skills with attention to detail • Strong operational knowledge of general corporate trust processes and procedures • Strong leadership skills • Successful networking skills and ability to establish strategic contacts • Ability to drive change through business planning • Ability to be self-directed • Advanced MS Excel skills • Fundamental understanding of credit products and markets • Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) preferred • Master's Degree preferred

🏖️ Benefícios

• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Company-sponsored medical, dental, vision, and other insurance coverage • Health savings accounts • Flexible spending accounts • Dependent care accounts • Adoption assistance • Employee assistance program • Fitness reimbursement • Tuition reimbursement • Associate wellbeing program • Associate emergency fund • Associate banking benefits • Potential for minimal travel