Client Service Analyst, Level 3
Employment Information
Job Description
Client Service Analyst managing client relationships and ensuring service delivery for Loan Clients at Western Alliance Bank. Responsible for daily operations and client reporting on financial obligations.
Responsibilities:
- Responsible for working on client relationships and ensuring excellent client service
- Assigned a book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities
- Working on day-to-day operations and reporting delivery to clients
- Creating technical report specifications from indenture language
- Setting up payment calculations in a variety of in-house systems
- Receiving, mapping, and reconciling collateral data
- Compiling monthly, quarterly and annual payment and tax reports
- Coordinating with operations teams for correct payments
- Performing quality control review of reports
- Conducting portfolio compliance tests on structured fixed income deals
- Participating in new client proposals
- Leading business-related projects
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
- Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations
- Intermediate to advanced TranStar experience preferred
- Intermediate speaking and writing communication skills
Benefits:
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
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