Client Services Analyst III

🕒 August 27

🦀 Maryland, Massachusetts, +3 more states – Remote

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💵 $38 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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👻 Ghost score 15%

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Logo of Western Alliance Bank

Western Alliance Bank

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 to the client base • Manage a book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities • Perform day-to-day operations and reporting delivery to clients • Execute day-to-day activities with minimal supervision and 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 review of reports, 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 and 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 • a great 401k matching program • tuition assistance program • an employee volunteer program • a wellness program • opportunity to bolster business knowledge and gain invaluable hands-on experience to help grow your career • annual bonus/incentives earned and restricted stock may be available

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