JobMesh

CT Senior Transaction Manager

UMB Bank · New York City, New York, US

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs - Neg...

Job description

Duties & Responsibilities This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs - Negotiate and close transactions for which UMB Bank is being appointed as trustee, administrative agent, escrow agent and similar Corporate Trust capacities - Work with corporate trust legal, compliance and outside legal counsel to negotiate document provisions - Review legal documents to ensure operational mechanics and UMB Bank protections are appropriate - Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions - Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust - Provide guidance to junior staff - Operate independently to service the largest clients and resolve the most complex issues - Participate in cross-training to learn other Corporate Trust roles and provide support, as needed - Develop and lead training related to Corporate Trust products and services, as requested - Actively participate as a subject matter expert for ongoing projects...