Loan Agency and Administration

Leaders in servicing bilateral, club and syndicated loans

UMB’s loan agency services team is ready to support your business as it grows or evolves. As a neutral third-party administrator, we work to ensure your transactions avoid unnecessary delays, costly errors and reputational risk.

Loan Agency and Administration

Leaders in servicing bilateral, club and syndicated loans

UMB’s loan agency services team is ready to support your business as it grows or evolves. As a neutral third-party administrator, we work to ensure your transactions avoid unnecessary delays, costly errors and reputational risk.

Unmatched expertise

Our team has experience with complex, specialized and distressed loan transactions. We bring an unwavering commitment to the market and depth of corporate project finance expertise.

Dedicated team

You have direct access to your UMB relationship team when you need it. We get to know the scope of your deal, from pre-closing to closing day activities. And we proactively work with corporations and their attorneys, underwriters, depositories, and finance teams to deliver outstanding customer service and streamlined transactions.

Flexible solutions

Your loan agent needs aren’t one-size-fits-all. That’s why we build customized solutions for you. With our agile approach, UMB can be more responsive than some of the larger loan agency and administration providers.

Schedule a consultation with a UMB Corporate Trust team member.

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Loan Agency and Loan Administration Services

Extensive capabilities
  • Account bank
  • Administrative agent
  • Calculation agent
  • Collateral agent
  • DIP loan agent
  • Dissemination agent
  • Facility agent
  • Intercreditor agent
  • Paying agent
  • Registrar
  • Security agent
  • Sub-agent
  • Specialized loan agent roles
  • Successor agent
  • Trustee
  • White-label services

Support for a range of loan types
  • Acquisition and finance loans
  • Bridge loans
  • Cross-border loans
  • Delayed draw loans
  • DIP loans
  • Mezzanine loans
  • Note purchase agreements
  • Project finance loans
  • Revolving loans
  • Term loans

Project finance for the taxable and non-taxable markets

We provide trustee, administrative agent, paying agent, account bank and collateral agent services to issuers and borrowers seeking to finance their projects.

Whether it’s a private placement to global note or bilateral loan to syndicate offering, UMB can support your needs. Our teams of talented and experienced relationship managers work closely with bankers, asset managers, attorneys and other deal parties to deliver a smooth and efficient transaction.

Questions about Loan Agency and Loan Administration? UMB Has Answers.

Corporate trust and escrow agency services

UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.

Learn more about UMB corporate trust

Institutional Banking

UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace.

Discover why UMB for your institution