Client Service Analyst III

🔥 0 minutes ago

🦀 Maryland, Massachusetts, +3 more states – Remote

🦀 Maryland – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Western Alliance Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Western Alliance Bank is one of the country’s top-performing banking companies, operating under Western Alliance Bancorporation (NYSE: WAL). The bank specializes in business banking, specialty business financing, small business banking, business escrow services, treasury management services, business loans and credit, and international banking. With a focus on delivering tailored commercial banking solutions and consumer products, the bank is committed to providing outstanding service through experienced banking and mortgage experts across the nation.

📋 Description

• Work on client relationships and ensure excellent client service and delivery • Manage an assigned book of clients handling Collateral Loan Obligations (CLOs) and Leverage Finance Facilities • Execute day-to-day operations and reporting delivery for clients with minimal supervision • Manage deals independently • Create technical report specifications from indenture language • Set up payment calculations in in-house systems • Receive, map, and reconcile periodic collateral data • Compile monthly, quarterly, and annual payment and tax reports • Coordinate with operations teams to ensure correct payments are received and made • Perform quality control reviews of reports while meeting timeliness and accuracy standards • Perform portfolio compliance tests on structured fixed income deals (trade testing) • Interact with asset managers, investors, auditors, and rating agencies • Ensure excellent service delivery to a book of Loan Clients in the Corporate Trust business • Participate in new client proposals • Lead business-related projects • Make tax elections, file for EINs, and track residual holder transfers • Read and interpret trust indentures regarding reporting requirements

🎯 Requirements

• 5+ years of related experience or similar field • High school diploma required • Bachelor's degree in related field preferred • Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices • Intermediate to advanced TranStar experience preferred • Intermediate speaking and writing communication skills

🏖️ Benefits

• Competitive salaries • An ownership stake in the company • Medical and dental insurance • Time off • 401k matching program • Tuition assistance program • Employee volunteer program • Wellness program • Opportunity to bolster business knowledge and gain hands-on experience to grow your career