Client Service Analyst 3 jobs in United States
cer-icon
Apply on Employer Site
company-logo

Western Alliance Bank · 1 month ago

Client Service Analyst 3

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, and they are seeking a Client Service Analyst 3 to manage client relationships and ensure excellent service delivery. The role involves working on Collateral Loan Obligations and Leverage Finance Facilities, handling day-to-day operations, and producing various reports for clients.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Collateral Loan ObligationsLeverage Finance FacilitiesBanking OperationsRegulatory ComplianceTranStar ExperienceCommunication Skills

Required

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 speaking and writing communication skills

Preferred

Bachelor's degree in related field preferred
Intermediate to advanced TranStar experience preferred

Benefits

Medical and dental insurance
Time off
Great 401k matching program
Tuition assistance program
Employee volunteer program
Wellness program

Company

Western Alliance Bank

company-logo
Western Alliance Bank is a banking firm that offers commercial and business banking solutions.

H1B Sponsorship

Western Alliance Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (30)
2023 (49)
2022 (28)
2021 (13)
2020 (10)

Funding

Current Stage
Public Company
Total Funding
$400M
2025-11-19Post Ipo Debt· $400M
2005-06-30IPO

Leadership Team

leader-logo
Tim Boothe
Chief Operating Officer
linkedin
leader-logo
Barbara Kennedy
CHRO, EVP
linkedin
Company data provided by crunchbase