Professional - Client Processor I

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health, dental, vision, life insurance

401K with company match

Employee stock purchase program (ESPP)

Health Savings Account (HSA)

Employee Assistance Program (EAP)

Certification discounts

Job summary

Everforth Apex Systems is seeking a detail‑oriented professional to support client services and transactional processing in a financial services environment. You will analyze data, assist with system enhancements, and advise teams to ensure timely delivery and issue resolution.

The role requires a bachelor’s degree and 0–3 years of experience, with preference for brokerage and loan operations background. A robust benefits package and career development opportunities are offered.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience.
• 0-3 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.
• Prior loan operations experience in a financial service setting preferred
• Detail oriented
• Excellent verbal and written communication abilities

Responsibilities

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

Skills

Communication

Detail oriented

Loan operations

Brokerage processing

Education

Bachelor’s degree

Job description

Job Description

Job #: 3047925

Responsibilities:

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

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

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

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

• Bachelor’s degree or the equivalent combination of education and experience.
• 0-3 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.
• Prior loan operations experience in a financial service setting preferred
• Detail oriented
• Excellent verbal and written communication abilities

Everforth Apex is a world‑class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

• Health, dental, vision, life, disability and other insurance plans that offer an optional layer of financial protection.
• ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On‑Demand training program, access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804‑523‑8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.