Escrow Relationship Associate
Job Title:
Escrow Relationship AssociateLocation:
Remote New YorkWhat you'll do:
As the Relationship Associate, you'll be part of the Business Escrow Services (BES) team providing day to day support for Relationship Managers and client onboarding through document review, transaction setup and launch, as well as other related activities. The Relationship Associate works closely with the Senior Relationship Associates and other internal departments to deliver accurate, timely, and outstanding service to our clients.- Responsible for working directly with the Relationship Associate team to oversee solicitation of reorganization documents including, Letters of Transmittal, Accredited Investor Questionnaires, 280 G Solicitations, and Stockholder Consent.
- Review and prepare for paying agent services: Review and redline various solicitation documents, analysis of external CAP tables for uploading securityholder records, review of Funds Flow spreadsheets to setup final securityholder payments, communicating with internal teams on deal setup. DocuSign tagging of documents for solicitations. Setup for Securityholder Records and Payments. Review executed escrow and paying agent agreements.
What you'll need:
- 3+ years of related experience or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Entry level to intermediate knowledge of capitalization and equity ownership tables, and familiarity with legal documentation and entity structures.
- Intermediate to advanced knowledge of DocuSign and related features and forms. Proficient knowledge of escrow and paying agent agreements.
- Proficient knowledge of Excel, including formulas, pivot tables, VLOOKUP, and data visualization.
- Intermediate speaking and writing communication skills.
- Occasional travel required.
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 is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is 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 [email protected] 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
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