CLO Loan Agency Client Management

U.S. Bank•Charlotte, NC

1d•Onsite

About The Position

Partners with Business Development Officers to build and maintain strong relationships with Corporate Trust clients, focusing on maximizing the value of those relationships for both the client and the organization. Collaborate with the Loan Agency Relationship Manager to review and onboard new client relationships in accordance with business line policies and account acceptance procedures. Deliver exceptional client service by understanding client needs, anticipating expectations, and responding promptly to both internal and external stakeholders. Proactively identify and address business risks and operational challenges, implementing solutions that strengthen processes and improve efficiency. Coordinate the planning and execution of operational enhancements within the team and support the achievement of revenue, business development, and expense management goals. May also provide training and guidance to team members to help drive performance and meet business objectives. PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment.

Requirements

Bachelor’s degree, or equivalent work experience
Typically five or more years of relevant experience

Nice To Haves

Thorough knowledge of corporate trust and investment instruments
Some knowledge of account management, trust operations, project management, and legal regulations
Ability to resolve complex problems with minimal guidance
Ability to communicate quickly with clients to resolve client issues and disputes
Effective interpersonal, verbal, and written communication skills
Experience in loan agency services or extensive background in corporate loan administration
Working knowledge of Solvas, Arcaria CE, ACS, WebKYC, CTUO, and Advantage Fee applications

Responsibilities

Build and maintain strong relationships with Corporate Trust clients.
Maximize the value of client relationships for both the client and the organization.
Collaborate with the Loan Agency Relationship Manager to review and onboard new client relationships.
Deliver exceptional client service by understanding client needs, anticipating expectations, and responding promptly.
Proactively identify and address business risks and operational challenges.
Implement solutions that strengthen processes and improve efficiency.
Coordinate the planning and execution of operational enhancements within the team.
Support the achievement of revenue, business development, and expense management goals.
Provide training and guidance to team members to help drive performance and meet business objectives.

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension