Client Services Analyst III
Jobtailor
Responsibilities Work on client relationships and ensure excellent client service and delivery Manage an assigned book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities Execute day-to-day operations and reporting delivery to clients with minimal supervision Manage deals independently 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 reviews of reports for timeliness and accuracy Perform portfolio compliance tests on structured fixed income deals (trade testing) Interact frequently with asset managers, investors, auditors, and rating agencies Ensure 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 EINs, and track residual holder transfers Read and interpret trust indentures regarding reporting requirements Requirements 5+ years of related experience or experience in a 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, 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 Ability to work with minimal supervision and manage deals independently Core Competencies Demonstrates expertise in managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities, ensuring compliance with regulatory standards and delivering exceptional client service. Proficient in executing operations, reporting, and quality control in a corporate trust environment. Highest-signal resume keywords Collateral Loan Obligations (CLOs) Leverage Finance Facilities Regulatory Compliance TranStar Experience Client Relationship Management ATS Optimization Keywords Hard Skills Payment Calculations Technical Report Specifications Portfolio Compliance Testing Data Reconciliation Banking Operations Knowledge Soft Skills Communication Skills Independent Deal Management Industry Keywords Corporate Trust Loan Administration Treasury Management Commercial Banking Products Trust Indentures Tools & Technologies In-House Systems Collateral Data Mapping #J-18808-Ljbffr Jobtailor
- Manage client relationships and ensure excellent client service and delivery for a book of CLO and Leverage Finance Facility clients Execute day-to-day operations and reporting delivery with minimal supervision Manage deals independently Create technical report specifications...Suggested
$39.92 - $49.32 per hour
Client Service Analyst 3 Location: Maryland - Remote What You’ll Do As a Trust Associate 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...SuggestedHourly payRemote work- Western Alliance Bank is seeking a Client Services Analyst III to manage a book of CLOs and Leverage Finance Facilities, delivering high‑quality client service and timely reporting to the client base. You will handle day‑to‑day operations with minimal supervision, set up...SuggestedRemote job
- Jobtailor seeks an experienced professional to manage CLO and Leverage Finance Facility client relationships, oversee reporting, and coordinate with operations to ensure accurate payments and compliance. The role involves creating report specifications from indentures,...Suggested
- ...trust professional to manage CLOs and leverage finance facilities, while ensuring regulatory compliance and delivering exceptional client service. The role involves day-to-day operations, reporting, and independent deal management within a complex banking environment,...Suggested
$75k - $90k
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$52.23k
BILINGUAL CALL CENTER REPRESENTATIVE (REVENUE EXAMINER I) Salary: $52,227.00/year with the potential to grow up to $77,620.00/year over time. Employment Type: Full-Time Work Location: Anne Arundel Maryland State JobsFull time
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