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Operations Specialist I - AI at UMB Bank - ApplyBlast

Operations Specialist I - AI

UMB Bank

5 months ago

Milwaukee, WI

Onsite

Full Time

Junior

0 applicants

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About this role

The Alternative Investments Operations Specialist at UMB processes client onboarding documents for alternative investments, ensuring accurate data entry and timely transaction completion. The role involves reviewing investor documentation, resolving discrepancies, testing new systems, and assisting with updates to operational procedures.

Responsibilities

Process all documents for alternative investment products
Research and resolve discrepancies in client data
Perform comprehensive reviews of investor documents
Maintain 100% accuracy in investor information input
Review the work of other specialists

Skills

Qualifications

Bachelor's degree

About UMB Bank

umb.com

Headquarters

Kansas City, Missouri, United States

Company Size

1001-5000 employees

Founded

1913

View Profile

UMB Bank is a full-service financial institution offering personal, business, commercial, and institutional banking products and services. Its offerings include checking and savings accounts, credit cards, mortgage and home equity loans, wealth management, trust and investment services, and treasury solutions. UMB Bank operates as a subsidiary of UMB Financial Corporation and is an FDIC-insured, equal housing lender.