Relationship Manager III – CLO

🔥 16 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $98.2k - $144.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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UMB Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1913

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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