Portfolio Manager – Syndications

UMB Bank

. Prepare marketing materials for syndicated deals, requiring credit analysis .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $81,864 - $120,406 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial credit analysis and syndicated transactions, with strong capabilities in managing relationships and communication with external bank partners. Proficient in coordinating loan documentation and internal reporting processes.

Highest-signal resume keywords

Commercial Credit AnalysisSyndicated Transactions ManagementMicrosoft Suite ProficiencyVerbal And Written Communication SkillsTeamwork And Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Credit AnalysisLoan Documentation ReviewSyndicated Deal StructuringPortfolio ManagementDatabase Creation And Management

Soft Skills

Persuasive CommunicationTeam CollaborationRelationship BuildingIndependent Problem SolvingResourcefulness

Tools & Technologies

Debticate

Industry Keywords

Syndicated DealsLoan AdministrationMarket UpdatesReporting ItemsMultidisciplinary Project Teams

About the role

Key responsibilities & impact

Prepare marketing materials for syndicated deals, requiring credit analysis
Assist with structuring syndicated transactions
Manage a portfolio of existing syndicated deals, including waiver, consent, and amendment activity for existing UMB-led deals
Manage deal-related inquiries from external bank partners
Review and advise on loan documentation for syndicated transactions
Coordinate with Loan Administration for syndicated loan closings and ongoing draws
Create a database of UMB-Agented deals with ticklers for maturities and reporting items
Process and resolve inquiries and requests from external bank partners on existing syndicated deals
Maintain contact management on Debticate and assist with ongoing calling efforts
Manage collection and posting of reporting items to Debticate
Engage with UMB Relationship Managers and other internal parties regarding syndicated transactions
Assist with internal reporting, internal education, and market updates
Perform other duties as assigned

Requirements

What you’ll need

Five years of Commercial credit analysis experience
Solid working knowledge of Microsoft Suite
Persuasive and concise verbal and writing skills to write clear and precise analytical documents and adapt communication style to different audiences
Demonstrated teamwork ability to contribute to multidisciplinary project teams
Ability to build and maintain positive relationships within and outside of UMB
Ability to act independently and resourcefully

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits