CLO Deal Administrator, Trust Manager – Internal Oversight

Role Overview

• Leads a team responsible for oversight, reporting, and controls within the CLO Deal Administration organization.
• Oversees cash and asset activity by monitoring, researching, resolving, and reporting exceptions/breaks.
• Conducts daily cash analysis to ensure client funds remain balanced and properly safeguarded.
• Supports regulatory reporting, metrics oversight, and the SOC1 control environment.
• Oversees performance goals, provides employee coaching, and recognizes strong results.
• Involves preparing and reviewing management and exception reports, serving as a resource for complex issue resolution, and managing the unit budget through revenue growth, cost control, and expense reduction.

Requirements

• Bachelor's degree, or equivalent work experience
• Five or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
• Minimum one year of management experience
• Experience with client and operating overdrafts, uninvested cash monitoring, reporting, and compensation analysis
• Thorough knowledge of the Trust division, its products, processes, and related bank and regulatory regulations
• Prior experience with trust systems such as Arcaria, SWP in addition to Hogan DDA
• Experience with design and oversight of control functions
• Ability to effectively manage less complex Trust unit functions in operations, processes, analysis, and compliance
• Strong management skills to include planning, budgeting, and people management
• Excellent written and verbal communication skills
• Sound analytical and problem-solving skills.

Benefits

• 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