Client Service Analyst III
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Title:
Client Service Analyst IIILocation:
Houston TXWhat youll do:
As a Trust Associate III youll be responsible for working on client relationships and ensuring excellent client service and delivery to the client base. Youll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. Youll also be working on day-to-day operations and reporting delivery to those clients . Youll need minimal supervision for all the day-to-day activities being executed and youll manage deals independently.- 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 EINs and track residual holder transfers. Read and interpret trust indentures with regard to reporting requirements.
What youll need:
- 6 years of related experience.
- High school diploma required; Bachelors 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 youll love:
We offer all the important things youd want like 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 and a wellness addition youll have the 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!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call . When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
