Client Service Analyst, Level 3
Job Description: • Responsible for working on client relationships and ensuring excellent client service • Assigned a book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities • Working on day-to-day operations and reporting delivery to clients • Creating technical report specifications from indenture language • Setting up payment calculations in a variety of in-house systems • Receiving, mapping, and reconciling collateral data • Compiling monthly, quarterly and annual payment and tax reports • Coordinating with operations teams for correct payments • Performing quality control review of reports • Conducting portfolio compliance tests on structured fixed income deals • Participating in new client proposals • Leading business-related projects Requirements: • 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 • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations • 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 • 401k matching program • Tuition assistance program • Employee volunteer program • Wellness program Apply tot his job