Job Title:
Escrow Relationship Associate
Location:
Remote - CA (Southern)
What youll do:
As the Escrow Services Relationship Associate you will be part of the Business Escrow Services team and provide day-to-day support for Relationship Managers and external client onboarding through document review transaction setup and launch. The Relationship Associate works closely with external clients and internal teammates to deliver accurate timely and outstanding service to our clients.
- Demonstrate a high level of professionalism and contribute to the customer experience with all internal and external clients
- Oversee and manage deal setup and solicitation of transaction documents for paying agent services (example documents include Letters of Transmittal Accredited Investor Questionnaires 280 G Solicitations Stockholder Consent forms)
- Lead and provide guidance to Client and team with complex preclosing solicitations and closings
- Work with and delegate tasks to other team members
- Identify deficiencies and coordinate with the Relationship Manager and/or clients to cure
- Perform detailed data analysis using Excel including advanced functions pivot tables and data visualization tools
- Ability to review executed escrow and paying agent agreements and effectively communicate action items for Post-Closing Releases
- Introduce Liaison or Transaction Coordinator for questions and updates to registrations
- Assist Client and work with internal team to successfully execute Post-Closing releases
What youll need:
- Bachelors degree in Accounting Finance Business Administration other relevant field from a four-year college or university required or relevant work experience in escrow
- Familiarity with capitalization/equity ownership tables
- Proficient knowledge of escrow and paying agent agreements
- Strong knowledge of DocuSign and related features and forms
- Proficiency in Excel including formulas pivot tables VLOOKUP and data visualization
- Demonstrate an understanding of financial markets and trends
- Strong speaking and writing skills for internal and external audiences
- Must be detail oriented and adhere to time-sensitive tasks
Compensation: Salary range for new hires is generally $92450.00 - $114200.00 for Colorado. Salary range for new hires is generally $92450.00 - $114200.00 for Southern California. Salary amount is determined by specific job addition the role may be eligible for annual bonus/incentives earned.
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
Job Title:Escrow Relationship AssociateLocation:Remote - CA (Southern)What youll do:As the Escrow Services Relationship Associate you will be part of the Business Escrow Services team and provide day-to-day support for Relationship Managers and external client onboarding through document review tran...
Job Title:
Escrow Relationship Associate
Location:
Remote - CA (Southern)
What youll do:
As the Escrow Services Relationship Associate you will be part of the Business Escrow Services team and provide day-to-day support for Relationship Managers and external client onboarding through document review transaction setup and launch. The Relationship Associate works closely with external clients and internal teammates to deliver accurate timely and outstanding service to our clients.
- Demonstrate a high level of professionalism and contribute to the customer experience with all internal and external clients
- Oversee and manage deal setup and solicitation of transaction documents for paying agent services (example documents include Letters of Transmittal Accredited Investor Questionnaires 280 G Solicitations Stockholder Consent forms)
- Lead and provide guidance to Client and team with complex preclosing solicitations and closings
- Work with and delegate tasks to other team members
- Identify deficiencies and coordinate with the Relationship Manager and/or clients to cure
- Perform detailed data analysis using Excel including advanced functions pivot tables and data visualization tools
- Ability to review executed escrow and paying agent agreements and effectively communicate action items for Post-Closing Releases
- Introduce Liaison or Transaction Coordinator for questions and updates to registrations
- Assist Client and work with internal team to successfully execute Post-Closing releases
What youll need:
- Bachelors degree in Accounting Finance Business Administration other relevant field from a four-year college or university required or relevant work experience in escrow
- Familiarity with capitalization/equity ownership tables
- Proficient knowledge of escrow and paying agent agreements
- Strong knowledge of DocuSign and related features and forms
- Proficiency in Excel including formulas pivot tables VLOOKUP and data visualization
- Demonstrate an understanding of financial markets and trends
- Strong speaking and writing skills for internal and external audiences
- Must be detail oriented and adhere to time-sensitive tasks
Compensation: Salary range for new hires is generally $92450.00 - $114200.00 for Colorado. Salary range for new hires is generally $92450.00 - $114200.00 for Southern California. Salary amount is determined by specific job addition the role may be eligible for annual bonus/incentives earned.
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
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