Client Services Director
Sedgwick
Client Service Analyst III
Western Alliance Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Maryland, Massachusetts, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Responsible for working on client relationships and ensuring excellent client service and delivery to the client base.
- Manage a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities.
- Working on day-to-day operations and reporting delivery to clients.
- Create technical report specifications from indenture language.
- Set up payment calculations in 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.
- Conduct portfolio compliance tests on structured fixed income deals (trade testing).
- Frequent interaction with asset managers, investors, auditors, and rating agencies.
- Participate in new client proposals and lead business-related projects.
- Make tax elections, file for EIN’s, and track residual holder transfers.
- Read and interpret trust indentures regarding reporting requirements.
Requirements
- 6+ years of related experience
- 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
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- Great 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Collateral Loan ObligationsLeverage Finance Facilitiespayment calculationscollateral data mappingquality control reviewportfolio compliance teststax reportingtrust indentures interpretationbanking operationsregulatory compliance
Soft skills
client relationship managementexcellent client servicecommunication skillsproject leadershipteam coordinationreporting accuracytimelinessinterpersonal skillsproblem-solvingattention to detail
Certifications
Bachelor's degree
