Client Services Analyst III

🔥 0 minutes ago

🦀 Maryland, Massachusetts, +2 more states – Remote

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

💵 $83k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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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

• Manage client relationships and ensure excellent client service and delivery • Manage a book of clients handling Collateral Loan Obligations (CLOs) and Leverage Finance Facilities • Execute day-to-day operations and reporting delivery • Manage deals independently with minimal supervision • 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 for timeliness and accuracy • Perform portfolio compliance tests and trade testing on structured fixed income deals • Interact frequently with asset managers, investors, auditors, and rating agencies • 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 a related field preferred • Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or 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 • Annual bonus/incentives eligibility • Restricted stock eligibility • Opportunity to bolster business knowledge and gain hands-on experience to grow your career