Corporate Trust Specialist

UMB Financial
Minneapolis
Workplace: HybridFull timeUSD 98,208 - 144,705 annuallyFunction: Product ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Client service","Problem-solving","Attention to detail","Collaboration"]

Serve as the primary point of contact for a specialized group of distressed debt clients, resolving complex administrative issues and supporting senior client teams. Manage day-to-day institutional and corporate trust account activities including fee billing, transaction closing facilitation, cash and investment handling, and debt service calculations. Review transaction structures and legal documents, coordinate with internal corporate trust teams to ensure accurate system setups, and support compliance-ready account preparation.

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UMB Financial
UMB Financial
1 month ago

Corporate Trust Specialist

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Job Summary

Serve as the primary point of contact for a specialized group of distressed debt clients, resolving complex administrative issues and supporting senior client teams. Manage day-to-day institutional and corporate trust account activities including fee billing, transaction closing facilitation, cash and investment handling, and debt service calculations. Review transaction structures and legal documents, coordinate with internal corporate trust teams to ensure accurate system setups, and support compliance-ready account preparation.
Location: Minneapolis
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Act as the main point of contact for a specialty distressed debt client group and resolve complex administrative issues.
  • •Provide day-to-day support for institutional/corporate trust accounts, including billing for administrative fees.
  • •Facilitate transaction closing and handle cash and investment transactions.
  • •Produce debt service calculations and ensure accurate, timely setup of issues on all systems.
  • •Prepare accounts for compliance review and review legal documents while partnering with the corporate legal team.

Pay and Benefits

Salary: USD 98,208 - 144,705 annually
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning Budget

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •At least 7 years of relevant experience.
  • •Ability to resolve complex administrative issues for institutional/corporate trust accounts.
  • •Experience supporting transaction closings and handling cash and investment transactions.
  • •Comfort reviewing legal documents and partnering with legal teams to negotiate document provisions.
Experience:7+ years
Education:Bachelor's
Skills:Client serviceProblem-solvingAttention to detailCollaboration

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn