Escrow Relationship Associate
About The Position
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.
Requirements
- 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
Responsibilities
- Provide day to day support for Relationship Managers
- Client onboarding through document review, transaction setup and launch
- 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
Benefits
- 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
- A wellness program
- 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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
