Escrow Relationship Associate

Western Alliance Bank•Bloomington, MN

35d•Remote

About The Position

As the Escrow Services Relationship Associate, you will be part of the Business Escrow Services team and provide day-to-day support for Relationship Managers and external client onboarding through document review, transaction setup and launch. The Relationship Associate works closely with external clients and internal teammates to deliver accurate, timely, and outstanding service to our clients. Demonstrate a high level of professionalism and contribute to the customer experience with all internal and external clients Oversee and manage deal setup and solicitation of transaction documents for paying agent services (example documents include Letters of Transmittal, Accredited Investor Questionnaires, 280 G Solicitations, Stockholder Consent forms) Lead and provide guidance to Client and team with complex preclosing solicitations and closings Work with and delegate tasks to other team members Identify deficiencies and coordinate with the Relationship Manager and/or clients to cure Perform detailed data analysis using Excel, including advanced functions, pivot tables, and data visualization tools Ability to review executed escrow and paying agent agreements, and effectively communicate action items for Post-Closing Releases Introduce Liaison or Transaction Coordinator for questions and updates to registrations Assist Client and work with internal team to successfully execute Post-Closing releases

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, other relevant field from a four-year college or university required or relevant work experience in escrow
Familiarity with capitalization/equity ownership tables
Proficient knowledge of escrow and paying agent agreements
Strong knowledge of DocuSign and related features and forms
Proficiency in Excel, including formulas, pivot tables, VLOOKUP, and data visualization
Demonstrate an understanding of financial markets and trends
Strong speaking and writing skills for internal and external audiences
Must be detail oriented and adhere to time-sensitive tasks

Responsibilities

Oversee and manage deal setup and solicitation of transaction documents for paying agent services
Lead and provide guidance to Client and team with complex preclosing solicitations and closings
Work with and delegate tasks to other team members
Identify deficiencies and coordinate with the Relationship Manager and/or clients to cure
Perform detailed data analysis using Excel, including advanced functions, pivot tables, and data visualization tools
Ability to review executed escrow and paying agent agreements, and effectively communicate action items for Post-Closing Releases
Introduce Liaison or Transaction Coordinator for questions and updates to registrations
Assist Client and work with internal team to successfully execute Post-Closing releases