Specialist Client Processing I - Loans Enablement

BNY; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Paid volunteer time

Job summary

BNY is seeking a Specialist, Client Processing I in Houston, TX. This position involves performing client service and transactional support functions while interacting with various teams to ensure effective service delivery.

Ideal candidates should have a Bachelor’s degree or equivalent and 0–3 years of experience, preferably with loan-related software such as Loan IQ and ClearPar. BNY offers competitive compensation and benefits, fostering a culture of excellence.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0–3 years of total work experience is preferred.
• Experience with loan‑based software Loan IQ and ClearPar strongly preferred.

Responsibilities

• Perform routine and non‑routine client service and transactional support functions.
• Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues.
• Process account‑related transactions per scheduled events/client authenticated direction.
• Manage situations requiring adaptation of response or extensive research according to client response.

Skills

Client service support

Adaptability

Problem-solving

Education

Bachelor’s degree or equivalent

Tools

Loan IQ

ClearPar

Job description

Specialist, Client Processing I – 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.

This role is located in Houston, TX.

Responsibilities

• Perform routine and non‑routine client service and transactional support functions.
• Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues.
• Process account‑related transactions per scheduled events/client authenticated direction.
• Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0–3 years of total work experience is preferred.
• Experience with loan‑based software Loan IQ and ClearPar strongly preferred.
• Prior experience acting as a subject matter expert.

Benefits & Rewards

BNY offers highly competitive compensation, benefits, and well‑being 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.

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. 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 eligible dependents. Eligible employees also may receive other benefits, including various paid time‑off benefits such as vacation and sick time.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.