New York, NY, USA
19 days ago
Transaction Analyst

Transaction Analyst, Specialized Escrow Agency/Project Finance Unit

Hybrid in New York, NY

Monday to Friday, 8:30 a.m. to 5:30 p.m.

Candidates for this position must be eligible to work without sponsorship.  Time on-site or time zone may be necessary based on business need.

Position Summary:

The Transaction Analyst provides superior customer service to our corporate trust clients through effective account administration and support of Transaction Managers.  This includes monitoring contract provisions and responding to customer inquiries quickly and accurately. The TA works closely with the Transaction Managers and will process all related transactions, including Account Setup/Termination, collecting critical documents, cash disbursements, and other critical functions related to Escrow and Project Finance products.

Some of the things you will be doing:

Review and process account requests.  This includes preparation of system direction to the TM’s or Operations team to execute transactions such as initiating wire and check requests while ensuring all account actions are in accordance with department procedures Receive and record incoming assets ensuring deposits are done promptly and accurately Communicate with clients regarding specific account information including upcoming deliverable dates, distributions, events, notices and generating client statements. Organize the account set-up process, update appropriate spreadsheets and ticklers Manage the billing and collection of client fees Monitor ticklers and collect required items from our clients Complete reconciliations timely and accurately

What technical skills, experience and qualifications do you need?

College Degree Preferred Experience with back-office banking, wire preparation, etc. Excellent communication, organizational, multitasking, and problem-solving skills Computer skills including Microsoft Office Strong attention to detail and analytical abilities Previous experience in the financial services industry required

At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual.  A reasonable estimate of the current range is $60,000 to $110,000.

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