Public Finance Client Liason
Company: Disability Solutions
Location: Los Angeles
Posted on: October 13, 2024
Job Description:
Job Title:Public Finance Client LiasonLocation:Los AngelesWhat
you'll do:As the Public Finance Client Liaison, you'll be
responsible for optimizing the client onboarding process and
supporting the group leader in executing internal team strategy for
a team focused on originating municipal, nonprofit and affordable
housing direct loans and bonds as well as letters of credit to
support publicly issued bonds. This is primarily a liaison role
between relationship managers, loan servicing, outside legal
counsel and treasury management. You'll provide the leadership
needed to drive performance with regard to service level standards,
operational process management and client onboarding and support
processes, as well as function productivity and efficiency.What we
are looking for:
- Scope of responsibilities include, but aren't limited to manage
the new client onboarding process and serve as the liaison between
Public Finance and internal teams, including the Loan
Admin/Closers, Specialty Finance Services (SFS), and Treasury
Management on new and existing deals
- Gathers data to advance sale process and completes all required
documentation
- Assists with sales and service administration and processing
ensuring client experience is seamless and opportunities are
identified and met
- Coordinate closing with loan closing department, clients and
attorneys
- Applies deep expertise in bank products, processes and systems
and effectively trouble shooting to ensure a high-quality client
experience
- Serves as a daily escalation resource to ensure client
expectations are met or exceeded
- Provides oversight, monitoring, and reporting specific to
assigned business group for regulatory remediation
- Tracks implementation requests to keep the process on track
with timelines
- Maintains current client information on Bank CRM system/files
to ensure client history is accurate and complete
- Exercises judgment to identify, diagnose, and solve problems
within given guidelines
- Works independently and regularly handles non-routine
situations
- Broader work or accountabilities may be assigned as
neededQualifications
- Bachelor's degree; graduate degree or training preferred plus 4
or more years of directly related experience in Banking
processes
- Intermediate to advanced knowledge of bond financing
documentation
- Advanced to expert knowledge of general lending operations,
including loan administration, treasury management, corporate trust
and/or other commercial banking products and services
- Knowledge of applicable regulatory and legal compliance
obligations, rules and regulations, industry standards and
practices
- knowledge of deposit transaction activities, including item
processing, exception processing, account analysis, and familiarity
with compliance obligations and industry best practices
- Strong verbal and writing skills for internal and external
audiencesRequirements
- Intermediate to advanced knowledge of general banking,
including understanding of bank products, services, and
regulations, policies and procedures, with an emphasis in bond
financing/lending, treasury management, credit facilities, client
service
- Intermediate to advanced knowledge of online technology
platforms, sales concepts, and banking regulations
- Strong verbal, written, and interpersonal communication skills
required
- Ability to work independently with little supervisory
oversightCompensation: Salary range for new hires is generally
$114,900.00 - $141,859.00 for Los Angeles, CA. Salary amount is
determined by specific job location. In addition, the role may be
eligible for annual bonus/incentives earned and restricted
stock.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
HR@westernalliancebank.com 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
Keywords: Disability Solutions, Santa Barbara , Public Finance Client Liason, Accounting, Auditing , Los Angeles, California
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