CLO Trustee and Loan Administration
Collateral administration excellence
Our team is among the most seasoned in the industry — with sell-side, buy-side and service-provider experience. When you're looking for a trustee or collateral administrator for a collateralized loan obligation (CLO), we deliver a streamlined solution with expertise and nimbleness.
Time-tested platform
Our CLO Trustee and Loan Administration services build on UMB’s more than 75 years of corporate trust services—and complement other offerings on our platform, including paying agent, bond trustee and ABS services.
Comprehensive services
We serve investment managers working with portfolios of loans across all structures: CLOs, CDOs, BDCs, private debt, credit and hybrid funds, separate accounts and more. Our collateral administration team works collaboratively with UMB’s fund servicing and institutional custody teams for seamless, integrated service.
Experienced, nimble team
The CLO Trustee and Loan Administration team averages more than 15 years’ experience in structured finance. The team has worked through various credit cycles and has expertise to respond quickly. Clients can be confident they can always reach a knowledgeable expert.
Schedule a consultation with a UMB CLO Trustee and Loan Administration team member
Extensive capabilities
Questions? Contact a UMB representative
Alex Cormas, CFA
SVP/Head of Business Development - CLO
Phone: 917.583.7532
Alex.Cormas@umb.com
Institutional Banking
UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit.
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