Senior Escrow Relationship Associate

Company: Disability Solutions
Location: Dallas
Posted on: February 5, 2025

Job Description:

Job Title:Senior Escrow Relationship AssociateLocation:TX - Dallas/IrvingWhat you'll do:As the Escrow Services Senior Relationship Associate I, you will be part of the Business Escrow Services team and provides day to day support for Relationship Managers and client onboarding through document review, transaction setup and launch. The Senior Relationship Associate Iworks closely with the relationship managers business development officers, operations support, and other internal departments 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 RM and Client with complex preclosing solicitations and closings
  • Work with and delegate tasks to Relationship Associate I and II teams
  • 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 for questions and updates to registrations
  • Assist Client and work with internal team to successfully executed Post Closing releases
  • Train and provide support for RA I and RA II teamsWhat 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 detailed oriented and adhere to time-sensitive tasks
    • 1-2 year experience as Relationship Associate II (or equivalent) preferredBenefits 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

Keywords: Disability Solutions, North Richland Hills , Senior Escrow Relationship Associate, Accounting, Auditing , Dallas, Texas