Escrow Relationship Associate
Western Alliance Bank, Oklahoma City, OK, United States
Job Title
Escrow Relationship Associate
Location Remote, Massachusetts
What You’ll Do 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. You’ll work closely with 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 solicitation documents, analyze external CAP tables for uploading security‑holder records, review funds‑flow spreadsheets to set up final security‑holder payments, communicate with internal teams on deal setup, DocuSign tag documents for solicitations, set up security‑holder records and payments, and review executed escrow and paying agent agreements.
What You’ll Need
3+ years of related experience or a similar field.
High‑school diploma required; bachelor’s degree in a 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.
Compensation Salary range for new hires is generally $100,490.00 – $124,133.00 for Boston, MA. Salary amount is determined by specific job location. The role may be eligible for annual bonus/incentives earned.
Benefits You’ll Love We offer competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a 401(k) matching program, tuition assistance, an employee volunteer program, and a wellness program. You’ll also have the opportunity to grow your business knowledge and learn the ins and outs of how successful companies operate.
Equal Opportunity Employer Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation of 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 reasonable accommodation to complete any part of the application process, please contact HR@westernalliancebank.com or call 602‑386‑2488.
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Location Remote, Massachusetts
What You’ll Do 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. You’ll work closely with 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 solicitation documents, analyze external CAP tables for uploading security‑holder records, review funds‑flow spreadsheets to set up final security‑holder payments, communicate with internal teams on deal setup, DocuSign tag documents for solicitations, set up security‑holder records and payments, and review executed escrow and paying agent agreements.
What You’ll Need
3+ years of related experience or a similar field.
High‑school diploma required; bachelor’s degree in a 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.
Compensation Salary range for new hires is generally $100,490.00 – $124,133.00 for Boston, MA. Salary amount is determined by specific job location. The role may be eligible for annual bonus/incentives earned.
Benefits You’ll Love We offer competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a 401(k) matching program, tuition assistance, an employee volunteer program, and a wellness program. You’ll also have the opportunity to grow your business knowledge and learn the ins and outs of how successful companies operate.
Equal Opportunity Employer Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation of 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 reasonable accommodation to complete any part of the application process, please contact HR@westernalliancebank.com or call 602‑386‑2488.
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