Responsible for leading document negotiation with deal parties
Represent the Western Alliance Trust Company on new transactions
Coordinate onboarding process for new mandated transactions including account setups on trust accounting system
Ensure timely processing of KYC
Serve as single point of contact for internal compliance and risk partners throughout onboarding
Interact directly with legal groups on all matters regarding legal issues, document standards, and interactions between internal and external parties
Act as the central coordinator for client onboarding, deal execution, and lifecycle administration across trust company roles on structured finance transactions
Liaise between clients and various transaction parties
Coordinate comments and negotiations with internal and/or external counsel, clients, and internal stakeholders
Consult with internal and external legal as needed to resolve any issues or revise document standards
Interact with Corporate Trust Operations and Client Service Teams to ensure new deals can be supported operationally
Build relationships with clients and other deal parties and act as the point of escalation for deal onboarding issues
Stay current on industry developments including regulatory changes and new business trends

7+ years of related experience
Bachelor's degree in related field required
Previous corporate trust, structured finance, asset-backed lending, or CLO administration experience strongly preferred
Proficiency coordinating across legal, compliance, operations, and technology teams
Advanced legal document review and interpretation of structured finance agreements
Advanced knowledge of corporate trust operations, including bond payment operations, loan administration, treasury management and/or other corporate trust products and services
Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices
Intermediate to advanced experience using a variety of computer related equipment and software including Microsoft Office Suite
Intermediate to advanced experience negotiating complex contracts
Advanced speaking and writing communication skills
Occasional travel required

Vice President – Transaction Management

Key skills