Senior Client Processing Specialist

BNY; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY in Pittsburgh is seeking an experienced Client Processing Specialist to deliver quality client service, perform complex transaction processing, reconciliations, and updates to client accounts with precision and timeliness. The role requires a Bachelor's degree and 7+ years of experience, strong critical thinking, attention to detail, and excellent communication.

You will collaborate with internal stakeholders and technology teams, review colleagues' work, and ensure regulatory compliance and

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 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

Responsibilities

• 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.

Skills

Critical thinking

Problem solving

Attention to detail

Communication skills

Interpersonal skills

Collaboration

Education

Bachelor's degree

Tools

Loan processing software

Job description

BNY in Pittsburgh is seeking an experienced Client Processing Specialist to deliver quality client service, perform complex transaction processing, reconciliations, and updates to client accounts with precision and timeliness. The role requires a Bachelor's degree and 7+ years of experience, strong critical thinking, attention to detail, and excellent communication.

You will collaborate with internal stakeholders and technology teams, review colleagues' work, and ensure regulatory compliance and