Client Services Analyst III

Western Alliance Bancorp
Pennsylvania, Boston, Maryland, Houston
Workplace: RemoteFull timeUSD 83,000 - 90,000 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Quality control","Independent execution","Attention to timeliness","Deal management"]

Own a book of client accounts supporting Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. Handle day-to-day operations and delivery, including building technical reporting specifications, setting up payment calculations, reconciling collateral data, and producing monthly/quarterly/annual payment and tax reports. Perform quality control and portfolio compliance testing, coordinate payment processing with operations teams, and lead business-related projects and client proposal work.

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Western Alliance Bancorp
Western Alliance Bancorp
4 days ago

Client Services Analyst III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Own a book of client accounts supporting Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. Handle day-to-day operations and delivery, including building technical reporting specifications, setting up payment calculations, reconciling collateral data, and producing monthly/quarterly/annual payment and tax reports. Perform quality control and portfolio compliance testing, coordinate payment processing with operations teams, and lead business-related projects and client proposal work.
Location: Pennsylvania, Boston, Maryland, Houston
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Manage a client book for CLOs and Leverage Finance Facilities, ensuring excellent client service delivery with minimal supervision.
  • •Create technical report specifications from indenture language and set up payment calculations in in-house systems.
  • •Receive, map, reconcile collateral data, and compile monthly/quarterly/annual payment and tax reports.
  • •Coordinate with operations teams to ensure correct payments are received and made, meeting timeliness and accuracy standards.
  • •Perform quality control reviews and portfolio compliance tests on structured fixed income deals; participate in proposals and lead related projects.

Pay and Benefits

Salary: USD 83,000 - 90,000 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDental401k MatchingTuition AssistanceWellness StipendPaid Leave

Key Requirements

  • •5+ years of related experience or similar field.
  • •High school diploma required; bachelor's degree in a related field preferred.
  • •Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, and/or treasury management or other commercial banking products.
  • •Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, and industry standards.
  • •Intermediate TranStar experience preferred; intermediate speaking and writing communication skills.
Experience:5+ yearsBankingCommercial bankingStructured fixed incomeCorporate trust
Education:High School
Skills:CommunicationQuality controlIndependent executionAttention to timelinessDeal management
Tech Stack:TranStar

Company Brief

Western Alliance Bancorp
Bank holding company that provides commercial banking, mortgage banking, treasury management, and specialized financial services through its Western Alliance Bank subsidiaries. Serves businesses, real estate clients, and consumers across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Phoenix, United States
Founded: 1994
WebsiteLinkedIn