Specialist, Client Processing II

Job Description

Specialist, Client Processing II - Loans Enablement

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Specialist, Client Processing II - Loans Enablement to join our Loans Enablement Operations team. This role is located in Houston, TX .

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

• Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
• Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
• Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
• Serve 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.
• Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
• Provide product knowledge and technical assistance, determining when complex problems should be escalated to a supervisor or senior professional.
• Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
• Responsible for specific supervisory review and approval actions as required.
• Ensure 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

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn


Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.


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.