Siepe

Client Services Analyst

Siepe

full-time

Posted on:

Location Type: Hybrid

Location: Houston • Texas • United States

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About the role

  • Read and interpret agent bank notices, settlement documents, credit documents.
  • General understanding of governing deal documents, i.e., Indentures, loan agreements, prospectus.
  • Generate and review various types of client reporting.
  • General understanding of data mapping and reconciliation resolution.
  • Manage transactions ensuring all notifications are actioned and communicated accordingly.

Requirements

  • Bachelor’s degree in business administration, finance, or accounting is preferred.
  • 2 + years of relevant work experience.
  • General understanding of all asset class transactions and payment requirements.
  • General understanding of the Loan Settlements process.
  • Proficiency in Microsoft Office products with intermediate knowledge of Excel is required.
  • Ability to communicate effectively and multitask various projects and deadlines.
  • Ability to demonstrate ownership of job responsibilities and perform duties accurately and in a timely manner.
  • Ability to manage daily workflow, meeting and/or exceeding client expectations.
  • Ability to comply with and enforce standard policies and procedures.
  • Promote knowledge sharing and development within the organization.
  • Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
Benefits
  • Competitive Compensation Packages, including Annual Performance-Based Bonuses
  • 401(k) Retirement Plan with company match to support your long-term financial goals
  • Comprehensive Health, Dental, Vision, and Life Insurance
  • Flexible plans tailored to support individuals and families
  • Annual investment in your Learning & Development goals
  • On-the-job exposure to innovative technologies and financial strategies
  • Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
  • Flexible Time Off (FTO)
  • Flexibility to recharge and maintain work-life balance
  • Daily meal delivery allowance when working from the office
  • Monthly Celebrations and Quarterly Offsite Events
  • Annual Holiday Party to celebrate milestones and build team connection
  • A vibrant, inclusive office culture that blends fun with purpose
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data mappingreconciliation resolutionclient reportingloan settlementsasset class transactionsMicrosoft OfficeExcel
Soft Skills
effective communicationmultitaskingownership of responsibilitiestimelinessworkflow managementclient expectationsknowledge sharing
Certifications
Bachelor’s degree in business administrationBachelor’s degree in financeBachelor’s degree in accounting