Collateralized Loan Obligation (CLO) Client Management Lead

At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life and each person is unique in their potential. A career with U.S. Bank gives you a wide ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things learn new skills and discover what you excel atall from Day One.

CLO Client Management Team Lead

Job Description

Responsible for the leadership and overall management of a Trust unit or units within the organization to meet unit and divisional addition to managing operations processes and compliance issues incumbent manages a group or groups with sales accountabilities and an external focus.

Essential Responsibilities:

• Instrumental in the profitability and growth of CLO organization by maintain service levels on current clientele via Client Oriented Relationship Excellence (C.O.R.E.)
• Serve as an expert resource for complex problem solving related to CLO administration and client escalation issues. Deep knowledge of the CLO industry and trustee business U.S. Bank processes and systems. (SWP CTAO CDOs Arcaria)
• Manage a Client Management team by driving increased business and revenue controlling costs and reducing expenses.
• Provide strategic direction and leadership to pursue objectives of unit(s) including process standardization and efficiencies. Manages team to maintain compliance with key performance metrics.
• Manage direct and in direct reports by portfolio/deal load balancing staffing hiring managing portfolio pipeline via Salesforce.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering Bank Secrecy Act information security and suspicious activity reporting requirements policies and procedures.
• Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes as required for this position.
• Actively works with customers to understand each customers normal account activity as appropriate for this position.

Accountabilities:

• Decisions are made in conjunction with major corporation programs plans or strategies. Independent action is normally required although other division or senior managers are usually consulted before final action is taken.
• Probable errors would have a material effect on major functions of the corporation.

Basic Qualifications:

• Bachelors degree or equivalent combination of education and experience.
• 8 years of CLO experience
• 3 years of management experience
• Minimum 7 years of experience in trust administration fixed income investments or broadly syndicated loans

Preferred Skills/Experience:

• Strong interpersonal verbal and written communication
• Excellent problem-solving conflict management and negotiation skills
• Ability to perform multiple tasks and meet established deadlines
• Advanced knowledge of relationship management account management corporate trust operations and legal regulations
• In-depth knowledge of structured finance transaction documentation including but not limited to Indentures credit agreements and custodial agreements
• Well-developed leadership abilities and strategic management skills
• Well-developed verbal and written communication skills
• Well-developed analytical decision-making and problem-solving skills
• Considerable tact diplomacy and people skills.
  

Location Expectations

• This role requires working from a U.S. Bank location three (3) or more days per week.
  
  

If theres anything we can do to accommodate a disability during any portion of the application or hiring process please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. Thats 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:

• Healthcare (medical dental vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition certain positions may also be subject to the requirements of FINRA NMLS registration Reg Z Reg G OFAC the NFA the FCPA the Bank Secrecy Act the SAFE Act and/or federal guidelines applicable to an agreement such as those related to ethics safety or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.