Relationship Management: Manages high operationally intensive accounts for the Structured Finance Product (very complex and moderate risk) with a high level of expertise consistent with governing document requirements, regulatory guidelines, and policies and procedures. Grows fee revenues through cost containment, automation or improvements of operational efficiencies, and through delivery of service levels commensurate with customer's fee revenue. Supports centralized tasks / functions within the Global Structured Finance Portfolio Management team.
Transaction Management: Performs transaction document review and onboarding in compliance with U.S. Bancorp policies and procedures as well as applicable regulatory requirements. Manages high volume, operationally intensive accounts along with legacy accounts.
Bachelor's degree in finance, or equivalent work experience
Five to eight years of experience in trust administration, product knowledge, sales and customer service
Thorough knowledge of account management, trust operations, and legal regulations
Strong KYC knowledge
Thorough knowledge of structured finance transaction documentation, negotiation, policies and procedures
Strong interpersonal, verbal and written communication
Excellent problem-solving, conflict management and negotiation skills
Ability to identify and mitigate potential risk