Portfolio Manager-Syndications
About The Position
The Portfolio Manager – Syndications will support 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. It is a key function of the organization as the platform grows. The role supports syndicated deal marketing and structuring, manages existing syndicated portfolios and related partner inquiries, and reviews loan documentation. It also coordinates syndicated loan closings and ongoing draws, maintains deal and contact information, tracks reporting items, 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, concise verbal and writing skills, including the ability to write clear and 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 a portfolio of existing syndicated deals, including leading waiver, consent, and amendment activity for existing UMB-led deals.
- Help manage deal-related inquiries from external bank partners.
- Review and advise on loan documentation for syndicated transactions.
- Coordinate with the Loan Administration team on syndicated loan closings and ongoing draws.
- 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.
- Manage collection of 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
