Specialist, Client Processing Representative

Job Title

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

• Perform daily mortgage-backed securities issuance and delivery activities.
• Meet all service level agreements for daily processing and issuance.
• Review daily reports and address any exceptions and resolve anomalies.
• Prepare and provide daily, weekly, monthly, quarterly, semi-annual, and annual metrics to key stakeholders.
• Provide customer service and support
• Ensure all assigned tasks and project deliverables are completed successfully and on time.
• Participate in resolving moderately complex day-to-day issues and engage internal partners as needed.
• Provide quality support for routine client transactions and processes.
• Respond independently to client inquiries by phone, email, and other channels regarding supported services, products, procedures, and basic technical matters.
• Develop a strong understanding of clients' business.
• Engage in a culture of continuous service improvement, including digital adoption and artificial intelligence.
• Support the Operations Manager with special tasks and projects.

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

• Bachelor's degree in Finance, Business Administration, or a related field preferred.
• 0-5 years of experience.
• Experience in customer service and financial services is preferred.
• Strong analytical, written, and verbal communication skills.
• Ability to take a lead role in processing and issuing securities accurately and on time.
• The ideal candidate is organized, professional, service-oriented, and brings a proactive, driven mindset.
• Demonstrated operational risk and control mindset, with the ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Ability to build effective relationships with clients, market partners, and internal stakeholders in a fast-paced environment.

About the Team

At BNY, our culture speaks for itself. Check out the latest BNY news.

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.

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 76681
• Job Category Transaction Processing
• Locations 600 Colonial Center Parkway, Lake Mary, FL, 32746, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 52000
• Base Salary Max 60000