Escrow Relationship Associate

Job Title:

Location:

What you'll do:

• 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

What you'll need:

• 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 task

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