Partners with Business Development Officers to build and maintain strong relationships with Corporate Trust clients, focusing on maximizing the value of those relationships for both the client and the organization. Collaborate with the Loan Agency Relationship Manager to review and onboard new client relationships in accordance with business line policies and account acceptance procedures. Deliver exceptional client service by understanding client needs, anticipating expectations, and responding promptly to both internal and external stakeholders. Proactively identify and address business risks and operational challenges, implementing solutions that strengthen processes and improve efficiency. Coordinate the planning and execution of operational enhancements within the team and support the achievement of revenue, business development, and expense management goals. May also provide training and guidance to team members to help drive performance and meet business objectives. PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment.
Bachelor's degree, or equivalent work experience. Typically five or more years of relevant experience.
Thorough knowledge of corporate trust and investment instruments. Some knowledge of account management, trust operations, project management, and legal regulations. Ability to resolve complex problems with minimal guidance. Ability to communicate quickly with clients to resolve client issues and disputes. Effective interpersonal, verbal, and written communication skills. Experience in loan agency services or extensive background in corporate loan administration. Working knowledge of Solvas, Arcaria CE, ACS, WebKYC, CTUO, and Advantage Fee applications.
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Pay Range: $86,360.00 - $101,600.00
CLO Loan Agency Client Management • Boston, MA, United States
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