Client Service Analyst III

About the role

As a Trust Associate III, you'll be responsible for working on client relationships and ensuring excellent client service and delivery to the client base. You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll also be working on day-to-day operations and reporting delivery to those clients.

You'll need minimal supervision for all the day-to-day activities being executed and you'll manage deals independently. Your responsibilities will include creating technical report specifications from indenture language, setting up payment calculations in a variety of in-house systems, receiving, mapping, and reconciling periodic collateral data, and compiling monthly, quarterly and annual payment and tax reports.

You'll coordinate with operations teams to ensure correct payments are received and made, perform quality control review of reports, meeting timeliness and accuracy standards, and perform portfolio compliance tests on a selection of structured fixed income deals (trade testing). You'll also have frequent interaction with asset managers, investors, auditors, and rating agencies.

Additionally, you'll be responsible for ensuring excellent service delivery to a book of Loan Clients in the Corporate Trust business, participating in new client proposals, leading business-related projects, making tax elections, filing for EIN’s, and tracking residual holder transfers. You'll also read and interpret trust indentures with regard to 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

We offer 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 program. You’ll also 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, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.