客户服务分析师 III
Client Services Analyst III
职位名称：
客户服务分析师 III
工作地点：
马里兰州 - 远程办公
你将负责：
作为客户服务分析师 III，你将负责维护客户关系并确保为客户提供优质的服务和交付。你将负责管理一组正在管理抵押贷款义务（CLO）和杠杆融资设施的客户。你还将负责日常运营和报告交付。你将需要最少的监督来执行所有日常活动，并独立处理交易。
· 从信托条款中创建技术报告规范。
- 在各种内部系统中设置付款计算。
- 接收、映射和核对定期的抵押数据。
- 编制月度、季度和年度付款和税务报告。
- 与运营团队协调，确保正确接收和支付款项。
- 对报告进行质量控制审查，满足及时性和准确性标准。
- 对部分结构化固定收益交易进行组合合规性测试（交易测试）。
- 对报告进行质量控制审查，满足及时性和准确性标准。
- 与资产经理、投资者、审计师和评级机构频繁互动。
- 负责在公司信托业务中为一组贷款客户提供优质服务。
- 参与新客户提案。主导与业务相关的项目。
- 进行税务选择，申请EIN，并跟踪剩余持有人转让。阅读并解读信托条款，以了解报告要求。
你需要具备：
· 5年以上相关经验或类似领域经验。
- 需要高中文凭；相关领域的学士学位优先。
- 具备中级到高级的银行业务知识，包括存款业务、贷款管理、资金管理和其他商业银行业务和产品。
- 具备中级到高级的适用监管和法律合规义务、规则和法规、行业标准和实践的知识。
- 有中级到高级的TranStar经验者优先。
- 具备中级的口语和书面沟通能力。
薪酬：
新员工的时薪范围通常为 83,000.00 至 90,000.00 美元，适用于马萨诸塞州波士顿。具体薪资根据职位所在地区确定。此外，该职位可能有资格获得年度奖金/激励和限制性股票。
查看英文原文
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.
Compensation: Hourly range for new hires is generally $83,000.00 - $90,000.00 for Boston, MA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.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 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
Originally posted on Himalayas