Trust & Client Services Analyst III

Western Alliance Bank; Houston (TX); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Ownership stake in the company

Medical and dental insurance

Time off

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking a Trust Associate III in Houston, TX to manage a book of CLOs and Leverage Finance client relationships, deliver high-quality services, and oversee day-to-day operations with minimal supervision.

You will interact with asset managers, investors, auditors, and rating agencies while coordinating with operations to ensure accurate payments and reports. Prior experience in corporate trust is valued.

Qualifications

• 5+ years of related experience or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• General banking operations knowledge including deposit operations and treasury management.
• Regulatory and legal compliance obligations knowledge.
• TranStar experience preferred; strong communication skills.

Responsibilities

• 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 to ensure correct payments.
• Perform QC of reports for timeliness and accuracy.
• Run portfolio compliance tests on structured fixed income deals.
• Interact with asset managers, investors, auditors, and rating agencies.
• Ensure excellent service delivery to Loan Clients in Corporate Trust.
• Lead new client proposals and business-related projects.
• Make tax elections, file EINs, and track residual holder transfers.

Skills

Banking operations knowledge

Regulatory compliance knowledge

Communication skills

Education

High school diploma

Bachelor's degree preferred

Tools

TranStar

Job description

Western Alliance Bank is seeking a Trust Associate III in Houston, TX to manage a book of CLOs and Leverage Finance client relationships, deliver high-quality services, and oversee day-to-day operations with minimal supervision.

You will interact with asset managers, investors, auditors, and rating agencies while coordinating with operations to ensure accurate payments and reports. Prior experience in corporate trust is valued.