Senior Business Solutions Analyst

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Become a part of our innovative CLO Business Solutions team as a Senior Business Solutions Analyst.

• Engage in planning, business analysis, workflow design, system integrations, and thorough documentation.

• Take the lead on large, intricate projects with minimal supervision.

• Act as a subject-matter expert and provide mentorship to fellow analysts.

• Represent UMB in both client-facing and industry environments.

• Create and execute highly efficient and tailored workflows for clients and product offerings.

• Collect requirements from internal teams and external clients, document them, and strategize implementations.

• Collaborate directly with internal project managers and technology partners to deploy large-scale technical solutions.

• Work alongside Operations, Relationship Management, and Analytics teams to improve client solutions.

• Reduce risks in operational workflows by redesigning or automating processes as needed.

• Develop data reconciliation models and data flows using available line-of-business tools.

• Oversee all projects and deliverables within SharePoint, JIRA, OneNote, etc.

• Generate PowerBI reports for both external clients and internal teams.

• Educate business teams on client workflows, products, and services.

• Collaborate with senior team members and leadership on business strategy.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Business Analytics, Information Systems, or a related discipline.

• 7 years of experience in financial industry technical projects or relevant roles, including at least 5 years focused on loan market-related technical projects.

• Proficiency in Advanced MS Excel.

• Knowledge of SQL (MSSQL, Oracle, SQLite, Access).

• Extensive understanding of corporate bank loans.

• Experience with diverse structures of bank debt such as CLOs, Interval funds, ABLs, Private debt, CFOs, Rated Debt Feeders.

• Comprehensive knowledge of the full trade cycle, including settlements, closings, loan administration, and loan agency.

• Strong skills in client relationship management.

• Ability to deliver a positive client experience through various methods, including associate engagement, technology, workflows, and processing.

• Exceptional written and verbal communication skills with a keen attention to detail, capable of high-level communication with both internal and external (client-facing) audiences and able to independently manage client communications without senior oversight.

• Proven track record of independently designing, leading, and executing large, complex projects with minimal supervision.

• Demonstrated leadership skills, including experience influencing clients, prospects, and senior internal stakeholders.

• Experience mentoring or coaching junior team members and establishing technical standards.

• Certification as a Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) is preferred.

• Project management certification (e.g., PMP) or Agile/Scrum certification is preferred.

🏝️ Benefits

• Paid Time Off.

• 401(k) matching program.

• Annual incentive pay.

• Paid holidays.

• Comprehensive company-sponsored benefit plan including 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.

• Various associate banking benefits.