Corporate Trust Services

Loan Administration & Loan Agency Services

Western Alliance Trust Company is a state-of-the-art corporate trust services1 provider. Clients benefit from our team’s deep expertise in Loan Administration and Securities Custody, with solutions designed to help you accomplish your goals – quickly, easily and securely.

Bank Loan Administration Services

Clients benefit from our experience in the administration of a wide variety of bank loan types – including broadly syndicated loans and middle market loans, whether performing loans, distressed debt, restructured debt, debtor-in-possession or payment-in-kind loans.

 

We provide tracking of the following loan activity:

  • Global asset setup
  • Trade settlement processing
  • Agent bank income posting (principal, interest and fee processing)
  • Agent bank notice processing (rollover, interest payments, conversions, etc.)
  • Rating updates for Moody’s, S&P and Fitch
  • Agent bank expected transactions versus actual transaction research and resolution

Loan Agency Services

Offering comprehensive services to support the administration of your private credit needs, our team of industry professionals provide personalized attention and service tailored to you. As your independent administrative agent, you can keep your team focused on lending and credit monitoring while having our team assist with scalability of the administrative tasks at a fraction the cost.

 

Service Solutions Include:

  • Independent administrative agency
  • White labeling options
  • Successor administrative agent
  • Agent bank notice processing (rollover, interest payments, conversions, etc.)
  • Collateral agent services
  • Depository services
Corporate Trust Services

Focused on Client Strategies

Western Alliance Trust Company, N.A. is a premier provider delivering corporate trust services and levered loan administration solutions to help you achieve your asset management strategies. Benefit from our deep expertise in CLO Trustee, Loan Administration and Securities Custody.

Jocelyn Lynch

Jocelyn Lynch

President and CEO,
Corporate Trust Group

(908) 625-6052 Contact via email Learn more about Jocelyn
Tammy Bliek

Tammy Bliek

Senior Vice President,
Corporate Trust Group

(832) 414-6477 Contact via email Learn more about Tammy
Scott Mann

Scott Mann

Director, Corporate Trust Group

(410) 271-8342 Contact via email Learn more about Scott

1. Trust, custody, and administration services are provided by Western Alliance Trust Company, N.A., a wholly owned subsidiary of Western Alliance Bancorporation. Products and services offered by Western Alliance Trust Company are not FDIC insured, not guaranteed by Western Alliance Bank and may lose value.