Job Title:
Client Services Analyst IIILocation:
Maryland - RemoteWhat you'll do:
As a Client Services Analyst 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.- 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.
What you'll need:
- 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 you’ll love:
We offer all the important things you'd 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 program. In addition, you’ll 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.
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 [email protected] or call 602-386-2488. 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
Skills Required
- 5+ years of related experience
- High school diploma
- Bachelor's degree in a related field
- Intermediate to advanced knowledge of general banking operations (deposit operations, loan administration, treasury management)
- Intermediate to advanced knowledge of regulatory and legal compliance obligations and industry practices
- Intermediate speaking and writing communication skills
- Intermediate to advanced TranStar experience
Western Alliance Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.
-
Strong & Reliable Incentives — Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
-
Equity Value & Accessibility — Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
-
Retirement Support — The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.
Western Alliance Bank Insights
What We Do
Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.
.jpg){kind=logo}
