About the role
Duties & Responsibilities
We are seeking a highly motivated and detail-oriented Senior Business Solutions Analyst to join our dynamic CLO Business Solutions team. The ideal candidate will have a strong background in planning, business analytics, workflow design, system integrations, and documentation, with proven experience in financial systems and the loan markets. This role will be instrumental in bridging the gap between business needs and technical solutions, ensuring the delivery of a high-quality client experience. As a senior member of the team, the successful candidate will bring 8–10 years of loan market experience, independently architect and drive large, complex projects with minimal oversight, serve as a subject-matter expert and mentor to other analysts, and represent UMB in client-facing and industry settings.
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
Knowledge & Skills
MINIMUM:
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, including top-tier communication across both internal and external (client-facing) audiences, with the ability to independently lead and own client communications without senior oversight
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
PREFERRED:
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
Requirements
MINIMUM:
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
PREFERRED:
Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)
Project management certification (e.g., PMP) or Agile/Scrum certification
Work Environment
Typical Office environment
Supervision/Management: No direct management accountabilities; provides mentorship, technical leadership, and design guidance to other analysts on the team
This position was posted on 08/19/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$117,900 - $173,393
The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
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Originally posted on Himalayas