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As an Insurance Specialist Sr, you will review insurance policies for complex commercial loans, assessing coverage against loan requirements and communicating deficiencies to relevant partners. You'll also manage insurance information in loan servicing software for ongoing monitoring.
As a Sr. Staff Auditor, you will plan, execute, and report on assigned audit projects, developing a risk-based testing approach, performing process walkthroughs, documenting work, and communicating results to the audit team and clients.
As a Fund Accountant I, you will oversee general ledger accounting, prepare trial balances and NAV calculations, ensure GAAP compliance, reconcile records, and collaborate with internal and external parties for compliance. Your role also includes analyzing pricing exceptions and coordinating audit materials.
The Relationship Manager II will lead a team to develop and manage commercial and industrial loan portfolios, build relationships with business leaders, analyze clients' financial needs, and provide appropriate banking solutions to help clients achieve their financial goals.
As a Custody Operations Specialist, you will support large institutional custody clients by processing client requests, operating computer systems for account setup and transaction input, and handling documentation and audit requests while partnering with Custody Administrators to ensure high levels of customer service.
Manage the daily operations of the Trust and Custody Support Services team, ensuring timely trade settlements and developing associates. Provide expertise to business partners and implement controls to reduce organizational risk.
The Securities Services Operations Associate Senior processes incoming and outgoing wires for mutual fund clients, assists in fund transfers and reconciliations, and improves client experiences through problem solving and detailed communication. This role requires flexibility in a fast-paced environment, supporting teammates and clients while ensuring accurate transactions.
The Lead Generation Specialist will develop and nurture COI relationships, engage targets, execute email outreach campaigns, document activities in Salesforce, manage inbound inquiries, and stay updated on institutional banking trends. This role also involves creating marketing materials and representing UMB at industry events.
The Fund Accountant III is responsible for calculating the net asset value of multiple mutual funds, overseeing general ledger functions, preparing trial balances, ensuring GAAP compliance, and collaborating with various parties to resolve discrepancies. They also coordinate audit materials and perform other assigned duties.
As a Commercial Relationship Manager III, you'll build and manage a commercial loan portfolio, drive profitability by prospecting new business, and retain existing clients. Your role requires understanding clients' financial needs and analyzing businesses to qualify them for various bank products and services.
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