Portfolio Manager-Syndications

UMB Bank • Denver, CO

1d

About The Position

The Portfolio Manager – Syndications assists with the efforts and growth of UMB’s Syndications platform. The position reports to the Manager of Loan Syndications and works closely with the Transaction Manager – Loan Syndications and internal and external partners to support syndication activity. This is a key organizational function as the platform continues to grow.

The role supports syndicated transactions from marketing and structuring through loan closing and ongoing portfolio management. It also manages relationships and inquiries involving external bank partners, coordinates syndicated-loan reporting and information, and contributes to internal reporting, education, and market updates. Other duties may be assigned.

Requirements

• Five years of commercial credit analysis experience.
• Solid working knowledge of Microsoft Suite.
• Persuasive and concise verbal and writing skills, including the ability to write clear, precise analytical documents and adapt communication style to different audiences.
• Demonstrated ability to contribute to multidisciplinary project teams.
• Ability to build and maintain positive relationships within and outside UMB.
• Ability to act independently and resourcefully.

Responsibilities

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

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed