Relationship Manager III – CLO

🕒 il y a 1 mois

🤠 Texas – Distant

🤠 Texas – Remote

💵 $98 208 - $144 705 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 22%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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UMB Bank

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1913

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank est une entreprise de services financiers qui offre une variété de solutions bancaires pour les clients particuliers, commerciaux et institutionnels. Ils proposent des produits de banque personnelle tels que des comptes chèques, des comptes d'épargne, des cartes de crédit, des prêts et des services de gestion de patrimoine. Pour les entreprises, UMB Bank offre des solutions de gestion de trésorerie, des prêts, des cartes de crédit, des financements de capital et des solutions d'avantages pour les employés. L'entreprise fournit également des solutions institutionnelles, notamment sur les marchés de capitaux, des services de fonds, ainsi que des services bancaires institutionnels et fintech. UMB Bank se concentre sur la fourniture de services bancaires sur mesure avec une expertise dans divers secteurs, exploitant leur compréhension des complexités de l'industrie financière.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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