Client Services Analyst III
Job Summary
Managing client relationships, the full-time Client Services Analyst III will ensure excellent service delivery for a book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities while working remotely.
Key responsibilities
- Create technical report specifications and set up payment calculations in various in-house systems
- Compile and deliver monthly, quarterly, and annual reports while performing quality control reviews
- Coordinate with operations teams and interact with asset managers, investors, and auditors to ensure accurate payment processing
Required qualifications
- 5+ years of related 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 and regulatory compliance obligations
- Preferred experience with TranStar
- Intermediate speaking and writing communication skills
Complete Job Description
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