Note: The job is a remote job and is open to candidates in USA. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation serving clients nationwide. The Client Services Analyst III is responsible for managing client relationships, ensuring excellent service delivery, and handling day-to-day operations related to Collateral Loan Obligations and Leverage Finance Facilities.
Responsibilities
- Responsible for creating technical report specifications from indenture language
- Set up payment calculations in a variety of 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 a selection of structured fixed income deals (trade testing)
- Frequent interaction with asset managers, investors, auditors, and rating agencies
- Responsible for ensuring 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 EIN’s, and track residual holder transfers
- Read and interpret trust indentures with regard to reporting requirements
Skills
- 5+ years of related experience or similar field
- High school diploma required
- 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 speaking and writing communication skills
- Bachelor's degree in related field preferred
- Intermediate to advanced TranStar experience preferred
Benefits
- Medical and dental insurance
- Time off
- A great 401k matching program
- Tuition assistance program
- An employee volunteer program
- A wellness program
- Opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
- An ownership stake in the company
- Maryland - Remote
Company Overview
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