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Client Services - Santa Ana, CA

Our client is a global financial services company and is seeking a Trust Administrator for their Santa Ana offices.

The ideal canidate will have 3 or more years Corporate Trust (or similar) experience and Undergraduate Degree (BA or BS).


  • Daily administration of 100+ MBS trusts (includes RMBS and CMBS)
  • Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds
  • Respond to daily inquiries from Clients, Investors and other deal parties
  • Review and approve monthly distribution payments and statements
  • Review compliance to ensure conformity to the transaction documents
  • Perform ongoing maintenance of deal/account information across several bank applications
  • Monthly preparation of documents requested by various deal parties, in particular mortgage loan servicers
  • Collaborate with other team members to address ad hoc projects

Keywords: Retail Banking

Job ID:

Santa Ana, CA

Job Type:
Full Time, Temp Position



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Client Services

City, State or Zip Code: Santa Ana, CA

Position Type: Full Time, Temp Position

Date Posted: 9/24/2018