Senior Client Processing & Reconciliation Specialist

BNY; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Wellbeing programs

Paid time off

Job summary

BNY is seeking a Client Processing Support professional to provide quality client service and perform complex operational tasks including problem resolution, account updates, and reconciliations. You will act as a primary client contact, ensuring timely and accurate requisites while maintaining compliance with applicable policies.

The role requires strong analytical, communication, and collaboration skills, with experience in loan products and processing systems.

Qualifications

• Bachelor's degree or equivalent combination of education and experience is required.
• 7+ years of total work experience preferred.
• Strong 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.

Responsibilities

• Provide quality client service and support to internal and external clients, including phone interactions, problem resolution, and account updates.
• Perform complex operational tasks in a product/functional area with independent analysis.
• Conduct manual processing of updates to client accounts and perform reconciliations such as cash breaks and position differences.
• Serve as the primary point of contact for clients and execute requisites accurately.
• Maintain correspondent accounts in compliance with regulations and policies to minimize risk.
• Identify, investigate, and resolve problems in client accounts, coordinating with technology teams.
• Provide product knowledge and determine when escalation is needed.
• Review and check work of other Client Processing Support staff and allocate tasks as needed.
• Participate in supervisory review and approval actions as required.
• Ensure the quality and completion of own work.

Skills

Critical thinking

Problem solving

Attention to detail

Communication skills

Interpersonal skills

Financial products knowledge

Loan processing systems

Learning new systems

Education

Bachelor's degree

Equivalent experience

Tools

Loan processing software

Job description

BNY is seeking a Client Processing Support professional to provide quality client service and perform complex operational tasks including problem resolution, account updates, and reconciliations. You will act as a primary client contact, ensuring timely and accurate requisites while maintaining compliance with applicable policies.

The role requires strong analytical, communication, and collaboration skills, with experience in loan products and processing systems.