Job Description
Job Title: Public Finance Client Liason
Location: Los Angeles
What 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 needed
Qualifications - 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 audiences
Requirements - 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 oversight
Compensation: 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
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