23 banking associate jobs found in Santa Fe

Duties & Responsibilities Join our UMB CLO Compliance & Analytics Team, where we handle critical financial modeling, reviewing, and stress testing of compliance models for Collateralized Loan Obligations (CLOs) and related transactions. As a Compliance Modeling Analyst, you'll ensure our models are meticulously developed, reviewed, and tested in alignment with transaction documentations to maintain top-tier quality standards.You will work closely with the VP of Analytics & Strategic Initiatives. While an in-person position at UMB's Orange County, CA office is strongly preferred, the role is open to remote applicants with the expectation of periodic travel. Model Development & Review: Develop and review financial models for CLO's and related transactions, interpreting transaction requirements, including, but not limited to: Rating Derivations, Recovery Rates, Concentration Limitations, Collateral Quality, Overcollateralization Tests, Interest Coverage Tests and...

Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard. The CFO Administration team within UMB consists of multiple departments that report directly up to our Chief Financial Officer. UMB's CFO Administration team provides support in a multitude of areas and across all lines of business- whether its basic booking keeping of expenses or financial reporting, each role impacts the overall profitability and survivability of the company. The CFO Administration team is much...

The Bank Products and Services group provides a bank-wide product and services framework that prioritizes client needs, resources and capital demands for creating growth, providing TUCE and introducing greater innovation and efficiencies into our solutions and operating model. As a Data Product Manager , you will lead and inspire cross-functional teams in the creation and delivery of business-driving data products, fostering collaboration, innovation, and a commitment to excellence. You will also collaborate with business leaders, data owners, data stewards, product managers, solution architects, and business analysts to design high-impact data solutions. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Product leadership. This role is hybrid (Mon through Thu on-site; Fri remote) for candidates in the Kansas City area and open to qualified remote candidates outside of the Kansas City area. However, the remote...

The Credit Administration team is responsible for company-wide credit oversight, including credit quality, policy, administration and credit related processes, with a focus on loan portfolio management and reporting, including segmentation and assessment of our exposures under normal and stressed scenarios. Within Credit Administration, the Appraisal Review team supports Commercial, Small Business and Consumer Lending. As a Senior Commercial Review Appraiser, you will ensure compliance with the valuation of real property as outlined in federal regulations and bank policy in order to mitigate risk. How you will spend your time: You will solicit bids from qualified appraisers, engage appraisals, and act as liaison during the appraisal process with appraisers and internal customers. You will complete internal evaluations and validations of commercial real estate properties. You will review and validate appraisals of complex and higher-risk commercial...

UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.?Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex...

Duties & Responsibilities Provide administrative support to sales associates and provide customer service to internal and external clients within Asset Management. Work with high production volume and the most sensitive external clients. Buy, sell and trade securities, as well as take and place securities orders as directed. Run self-service analyses, look for and executing on trading opportunities. Provide training and mentoring to lower-level associates. Mentor and train new sales associates. Develop and execute customer-approved investment strategies. Open new securities accounts. Respond to customer service problems/questions from internal and external sources in a professional and timely manner. Complete necessary documentation/research for any account maintenance changes and ensure that the change is completed. Take and place orders, provide market and account information, document preparations, mailing,...

This position will originate new public finance business primarily in the assigned geographical/line of business market. How you'll spend your time: Prepare written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements. Prepare credit and bond sizing analysis for prospective transactions, manage rating presentations and coordinate work flow through negotiation and settlement of transactions. Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities. Achieve performance metrics, customer retention goals, and new business revenue targets. Active engagements of the future success to ensure existing products are robust and work jointly to selectively establish new product/solution offerings. Balance the needs of the customer and UMB in both profitability and the risk guidelines and...

Duties & Responsibilities This role is responsible for the management, training, coaching and development for assigned region of Corporate Trust Relationship Managers. This role will also serve as Lead Administrator for the largest/key complex accounts, volume and /or client relationship to ensure high quality fiduciary services. Ensure the prompt and accurate setup of new accounts Manage and provide guidance and direction to staff Conduct performance reviews and recommends discipline as needed Assigns and adjusts staff workloads Responsible for interviewing, hiring & training Resolve ALL administrative issues and provide support to any level client staff Provide guidance to junior staff Operate independently to service the largest clients and resolve the most complex issues Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and...

As the leading line of business, UMB's bottom line is directly impacted by the growth of our Commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Ag relationships throughout its life - developing meaningful connections with the management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. As the Client Manager you will manage a portfolio and will have a secondary focus on selling deeper into the customer relationship. You will have responsibility for a mid-to-large size portfolio including complicated credits. You will also grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and making appropriate referrals. How...

Job Duties and Responsibilities: For the assigned business unit, Extensive in-house training throughout the Capital Markets Division (CMD). This program can range from 6 months to 1 years depending on the individuals experience and learning aptitude. Rotations in difference areas of the division my run from 1 day to 6 months or longer. Training schedules and progress discussions will be help throughout the training process Knowledge & Skills: MINIMUM: Obtain extensive knowledge about the capital markets and fixed income markets. A full understanding of a community banks balance sheet and the asset liability process. Full understanding of the CMD policies, procedures and systems, Completion of the series 7 and 63 prior to account assignments. Have a full understanding of the products and services offered through the CMD. Strong desire to be a commissioned sales representative. Strong interpersonal skills Functional computer skills PREFERRED: Strong oral and written...

Work at Home- Senior Coordinator- Small Business Banking More than just a bank, more than just a career. This is an opportunity to join our Small Business Customer servicing team in our Bank. You would be responsible for providing an unmatched Customer experience through first call resolution and deepening relationships with our Customers. You should be energized by connecting with Customers and be able to communicate in a clear and professional manner. You will use a variety of tools and will need to build deep knowledge of all of our Small Business products and services. Candidates should be flexible and willing to adapt to enhancements designed for the benefit of our Customers. Your voice is our voice. We'll champion you. It's important for our associates to have the necessary skills and know-how to succeed in their roles and provide exceptional servicing experiences to our customers. We invest heavily in both formal and informal learning and development...

The Bank Products and Services group provides a bank-wide product and services framework that prioritizes client needs, resources and capital demands for creating growth, providing TUCE and introducing greater innovation and efficiencies into our solutions and operating model.? As the Deposit & Lending Group Product Manager, you will be responsible for driving the vision, roadmap and overall direction of the respective product suite and related initiatives. You will need to be a collaborative leader capable of understanding and navigating the impact of new products, enhancements, rate management, and implications across multiple upstream and downstream teams and systems. You will need to have deep domain expertise and experience in banking, treasury and/or FinTech. A delivery-focused mindset with strong planning and communications skills are critical to success in this role. This is a subset of the overall responsibilities which will include multiple initiatives as...

Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : Summary The Regional Collections Associate will be responsible for managing all collection activities associated with a portfolio of accounts assigned regionally. The Regional Collections Associate will maintain communications with all customers within that portfolio and is responsible for maximizing financial results through lowering Ryder's DRO (Days Revenue Outstanding), lowering the percentage of the portfolio over 30 days delinquent, and minimizing Ryder's bad debt expense. The Regional Collections Specialist will analyze and monitor the assigned portfolio and protect Ryder's financial interests through the decision to cease providing services, forbidding rental services, terminating fueling services, legally defaulting delinquent customers and assertive terms enforcement. The Regional Collections Associate will work closely...

UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and producing account summaries and reports as needed. This team is essential to our success in ensuring UMB follows the proper procedures to avoid any potential risk, and therefore mitigating any losses that could be incurred by UMB The Corporate Trust Compliance Specialist role is responsible for the initial review of every piece of new business closed by the Corporate Trust team. This role ensures each account is properly set up and functioning according to the governing documents of the agreement. The role of a Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust Administration and is responsible for applying all the concepts that govern Corporate Trust to each new deal reviewed. As you grow your skill set at UMB, you will have the opportunity to work on increasingly complex accounts and take...

The Enterprise IT Strategy team partners closely with product, IT, and operations leaders to shape and execute the organization's cloud and infrastructure strategy, ensuring alignment with business goals. We analyze market trends, emerging technologies, and financial sector dynamics to identify opportunities and risks, translating insights into actionable strategies. We also design and implement scalable, secure, and resilient AWS environments while driving innovation in areas like multi-region architecture, disaster recovery, and infrastructure automation. As a Digital Asset & Banking Strategy Analyst, you will drive our digital banking and emerging digital asset capabilities. You will be in a key execution-focused role in advancing initiatives across digital assets (i.e. crypto, tokenization, blockchain) and next-generation digital banking experiences. This is a hands-on role designed for someone who thrives in ambiguity, can break down complex problems, and is...

Sr. Distinguished Engineer, Card Acquisitions & Growth Platforms As a Sr. Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and...

Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : Summary The Workday HCM Business Analyst/HRIS Analyst is responsible for maintaining, monitoring, and developing the Workday HCM module. This position serves as a technical point-of-contact for assigned functional areas and assists in gathering business requirements, troubleshooting issues, and implementing changes to improve and streamline processes. The HRIS Analyst also supports HRIS team with release upgrades, providing training as well as ensuring data integrity throughout the system and other technical projects as assigned. This position requires knowledge with Workday HCM modules. Essential Functions Work with HR business partners and stakeholders to identify needs, conduct analysis, prepares associated business requirements specifications and design documents Configure Workday modules to meet business requirements,...

Sr. Director - Level 2 Support Engineering Engagement Leader Anywhere Type: Permanent Category: Delivery Leader Industry: Technology Workplace Type: Remote Reference ID: JN -042026-106636 Date Posted: 04/28/2026 Shortcut: http://careers.eliassen.com/hT8VLi Description Recommended Jobs Description: Remote Our client seeks a Sr. Director - Level 2 Support Engineering Engagement Leader to oversee operational stability and transformation for enterprise payments within a Managed Services model. The leader will drive SLA adherence, automation, and AIOps adoption while serving as the primary interface across client stakeholders, support, and engineering teams. The role emphasizes resilient operations, AI-enabled incident management, and continuous optimization across payment products. Success will be measured by service reliability, efficiency gains, and improved client satisfaction. This is a full-time, permanent...

Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : Summary The Product Owner is responsible for the management and development of complex features on the Ryder corporate website. This person would own the vision for their product and would use their written and oral communication and team building skills to successfully deliver features and socialize their product The ideal candidate has had history in ideating, creating and executing digital/software projects. They have historically been the product owner on an Agile team and know the processes and ceremonies associated with SCRUM. This person has a history of creating the vision through "epics", "features" and "stories", can provide detailed acceptance criteria and works with the product team to ensure that each story meets the "definition of done." – ACT AS THE PROXY FOR THE CUSTOMER: Should advocate for the customer and make...

Short Description Bowman has an opportunity for a Senior LiDAR Technician to join our team remotely (or in one of our offices if desired). At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That's why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest of everyone involved. We recognize the importance of creating a work environment that is both rewarding to our employees and supportive of our unwavering commitment to provide unparalleled service to our clients. Purpose Leads and manages LiDAR data processing workflows for large-scale geospatial projects, ensuring the delivery of accurate, high-quality datasets on schedule and within budget. This role combines advanced technical expertise with client...

Senior Distinguished Engineer, AI Compute (Remote Eligible) At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent - along with our deep experience in machine learning - position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our...

Senior Distinguished Engineer, AI Compute (Remote Eligible) At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent - along with our deep experience in machine learning - position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our...

Sr. Director, Technical Program Management (Remote-Eligible) Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms? About Capital One: At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper. We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in. About the Team: Enterprise Platforms Technology (EPTech) comprises many of Capital One's most important enterprise platforms. We establish practices for building technology solutions across the company and deliver capabilities that exemplify those practices. As...