About this opportunity
UMB Bank lists this Portfolio Manager-Syndications opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
As the
Portfolio Manager – Syndications
, you will assist with the efforts and growth of our Syndications platform. Internally, this is a key function of the organization as our Syndications platform continues to grow.
Prepare marketing materials for syndicated deals (requires credit analysis).
Assist with structuring syndicated transactions.
Help manage deal-related inquiries from external bank partners.
Create a database of all UMB-Agented deals with ticklers for maturities and reporting items.
Process and resolve inquiries and requests from external bank partners on existing syndicated deals.
Maintain contact management on third-party data site Debticate for syndicated deals and assist with ongoing calling efforts.
Manage collection of reporting items for syndicated deals from internal deal teams and posting to Debticate.
You have a five years of Commercial credit analysis experience.
You have a solid working knowledge of Microsoft Suite.
You have persuasive and concise verbal and writing skills to write clear and precise analytical documents and to adapt communication style to different audiences.
You have demonstrated teamwork ability to contribute to multidisciplinary project teams.
The application deadline for this position is 45 days from the posting date unless filled earlier.
paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; fitness reimbursement; tuition reimbursement; and various associate banking benefits. Youre more than a means to an end—a way to help us meet the bottom line. UMB isnt comprised of workers, but of people who care about their work, one another, and their community. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.