Senior Business Solutions Analyst - CLO

UMB Bank is seeking a highly motivated and detail-oriented Senior Business Solutions Analyst to join their dynamic CLO Business Solutions team. The role will involve bridging the gap between business needs and technical solutions, ensuring the delivery of a high-quality client experience, and managing large, complex projects with minimal oversight.

Responsibilities:

• Design and implement highly efficient and customized workflows for new clients and product offerings, as well as internal partners
• Gather internal team and external client requirements, document, and plan implementations
• Work directly with our internal project managers and technology partners to implement large-scale technical solutions
• Build line-of-business managed technical solutions using line-of-business tools
• Partner with Operations, Relationship Management, and Analytics teams to enhance client solutions
• Mitigate risks in operational workflows by redesigning or automating steps as necessary
• Build data reconciliation models and data flows using available line-of-business tools
• Work with clients and vendors to setup sFTP, ShareFile, automated data feeds, etc
• Manage all projects and deliverables in SharePoint, JIRA, OneNote, etc
• Build PowerBI reports for both external clients and internal teams
• Build tools to ensure data integrity in our primary platform, Solvas
• Educate business teams on client workflows, and products and services
• Partner with senior team members and leadership on business strategy, including evaluating whether the team can operationally and technically support prospective new products, services, and asset classes
• Architect and drive large, complex, cross-functional projects end-to-end with minimal oversight, from scoping and design through delivery, testing, and adoption
• Establish reusable frameworks, standards, and best practices that scale across clients, asset classes, and product offerings (CLOs, CFOs, rated note feeders, ABLs, and private credit funds)
• Serve as a subject-matter expert and mentor, providing technical guidance, design review, and coaching to other analysts on the team
• Orchestrate and lead technology demonstrations for prospective clients, translating platform capabilities into tailored, client-specific solutions
• Partner with Sales and Relationship Management throughout the prospecting and onboarding lifecycle to scope solutions and shape implementation approaches
• Represent UMB at industry conferences and events, staying current on market practices, systems, and emerging technology, and sharing insights back with the team
• Other duties as assigned

Requirements:

• 8–10 years of loan market experience
• Strong background in planning, business analytics, workflow design, system integrations, and documentation
• Proven experience in financial systems and the loan markets
• Ability to independently architect and drive large, complex projects with minimal oversight
• Serve as a subject-matter expert and mentor to other analysts
• Advanced MS Excel
• SQL (MSSQL, Oracle, SQLite, Access)
• Deep understanding of corporate bank loans
• Experience working with various structures of bank debt including CLOs, Interval funds, ABLs, Private debt, CFOs, Rated Debt Feeders
• Deep understanding of full trade cycle including settlements, closings, loan administration, loan agency
• Demonstrates strong client relationship management skills
• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows, and processing
• Demonstrates exceptional written and verbal communication skills with attention to detail
• Proven ability to independently architect, lead, and deliver large, complex projects with minimal oversight
• Demonstrated leadership presence, including experience presenting to and influencing clients, prospects, and senior internal stakeholders
• Experience mentoring or coaching junior team members and setting technical standards
• Bachelor's degree in Business Administration, Business Analytics, Information Systems, or a related field
• 7 years financial industry technical projects or relevant experience, including a minimum of 5 years handling loan market related technical projects
• Power Query
• Python for automation, data analysis, and short-term solutions
• PowerBI
• JIRA, Confluence, Trello, Miro, and Figma
• Snowflake
• Prefect for data pipelines
• Familiarity with loan market systems such as ClearPar and Markit
• APIs
• Demonstrates strong operational knowledge of Corporate Trust processes and procedures
• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)
• Project management certification (e.g., PMP) or Agile/Scrum certification