Senior Business Solutions Analyst - CLO

UMB Financial
North Carolina, New York, Texas, California
Workplace: RemoteFull timeUSD 117,900 - 173,393 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 7+ yearsEducation: bachelorsSkills: ["Client relationship management","Written and verbal communication","Independent project ownership","Leadership presence","Mentoring/coaching"]

Design and implement customized workflows and data solutions for new CLO clients and internal partners. Gather requirements, partner with project managers and technology teams, and build reconciliation models, data flows, and Power BI reporting. Architect and deliver large cross-functional projects end-to-end with minimal oversight while using line-of-business tools and ensuring data integrity in Solvas. Serve as a subject-matter expert and mentor, including client-facing demonstrations and industry representation.

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UMB Financial
UMB Financial
1 month ago

Senior Business Solutions Analyst - CLO

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Design and implement customized workflows and data solutions for new CLO clients and internal partners. Gather requirements, partner with project managers and technology teams, and build reconciliation models, data flows, and Power BI reporting. Architect and deliver large cross-functional projects end-to-end with minimal oversight while using line-of-business tools and ensuring data integrity in Solvas. Serve as a subject-matter expert and mentor, including client-facing demonstrations and industry representation.
Location: North Carolina, New York, Texas, California
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Design and implement efficient, customized workflows for new clients, product offerings, and internal partners.
  • •Gather internal and external requirements, document them, and plan implementations; coordinate with project managers and technology partners.
  • •Build data reconciliation models and data flows using available line-of-business tools, ensuring data integrity in Solvas.
  • •Build Power BI reports for external clients and internal teams; educate business teams on client workflows and products/services.
  • •Architect and drive large, complex cross-functional projects end-to-end, serve as subject-matter expert/mentor, and represent UMB in client-facing and industry settings.

Pay and Benefits

Salary: USD 117,900 - 173,393 annually
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor’s degree in Business Administration, Business Analytics, Information Systems, or a related field.
  • •7 years of financial industry technical projects, including at least 5 years handling loan market-related technical projects.
  • •Advanced MS Excel skills.
  • •Strong SQL experience, including MSSQL, Oracle, SQLite, and Access.
  • •Deep understanding of corporate bank loans and full trade cycle (settlements, closings, loan administration, loan agency).
Experience:7+ yearsFinancial servicesLoan marketsCorporate bank loans
Education:Bachelor's in Business Administration, Business Analytics, Information Systems, or related field
Skills:Client relationship managementWritten and verbal communicationIndependent project ownershipLeadership presenceMentoring/coaching
Certifications:Certified Corporate Trust Specialist (CCTS)Corporate Trust Master Certification (CTMC)PMPAgile/Scrum
Tech Stack:MS ExcelSQLMSSQLOracleSQLiteAccessPower QueryPowerBIJIRAConfluenceTrelloMiroFigmaSnowflakePrefectClearParMarkitAPIsSharePointOneNote

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