Note: The job is a remote job and is open to candidates in USA. Western Alliance Bank is seeking a Client Services Analyst III to support client relationships and service delivery in its Corporate Trust business. The role manages CLO and leveraged finance facility clients, performs payment calculations and reporting, reconciles collateral data, conducts compliance testing, and leads related business projects.
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)
- Perform quality control review of reports, meeting timeliness and accuracy standards
- 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
- Eligible for annual bonus/incentives earned
- Restricted stock
- 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 through hands-on experience to help grow your career
Company Overview
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