Specialist, Client Processing Representative II

Job Title

In this role, you'll make an impact in the following ways:

Daily responsibilities include:

• Applying expertise and judgement in providing quality and complex client service and support to internal and external clients, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services.
• Performing complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
• Conducting complex, manual processing of updates to client accounts or company records and performing reconciliations.
• Serving as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
• Maintaining correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identifying, investigating, and resolving problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
• Providing product knowledge and technical assistance, determining when complex problems should be escalated to a supervisor or senior professional.
• Reviewing and checking work of other Client Processing Support staff, helping resolve escalated issues, and may allocate and check work of other team members.
• Responsible for specific supervisory review and approval actions as required.
• Ensuring the quality and completion of own work.

To be successful in this role, we're seeking the following:

• Bachelors degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Excellent critical thinking and problem-solving skills, with ability to analyze complex credit agreements and identify potential issues.
• Strong attention to detail, with ability to accurately review and verify loan documentation.
• Basic knowledge of financial products, including loans, credit facilities, and securities.
• Experience with loan processing systems and software, and ability to learn new systems quickly.
• Strong communication and interpersonal skills, with ability to collaborate with internal stakeholders and clients.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Info

• Job Identification 78679
• Job Category Transaction Processing
• Locations 601 Travis Street, Houston, TX, 77002, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 52000
• Base Salary Max 95000