Specialist, Client Processing Representative II

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

Job summary

BNY Mellon in Houston is seeking an experienced Client Processing Support professional to provide quality service to internal and external clients, handle complex account updates, and perform reconciliations with accuracy. You will collaborate with technology teams to resolve issues, apply judgment on policy interpretation, and ensure regulatory compliance across correspondent accounts.

Candidates should have a bachelor's degree and 7+ years of experience, with strong communication and attention

Qualifications

• Bachelor's degree or equivalent required.
• 7+ years of total work experience preferred.
• Strong analytical and problem-solving abilities.
• Detail-oriented with accuracy in loan documentation.
• Knowledge of financial products such as loans and credit facilities.

Responsibilities

• Provide quality client service and support to internal and external clients daily.
• Perform complex operational tasks including independent analysis and policy interpretation.
• Manually process updates to client accounts and reconciliations.
• Serve as primary contact for clients, handling requisites timely and accurately.
• Maintain correspondent accounts in compliance with regulations and policies.
• Identify and resolve problems with technology teams to ensure risk mitigation.
• Provide product knowledge and determine when to escalate complex issues.
• Review colleagues' work, resolve escalations, and allocate tasks as needed.
• Oversee supervisory review actions and ensure quality of own work.

Skills

Critical thinking

Problem-solving

Attention to detail

Communication

Interpersonal skills

Education

Bachelor's degree or equivalent combination of education and experience

Tools

Loan processing software

Job description

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.

Qualifications

• Bachelors degree or the equivalent combination of education and experience is required.
• 7 plus 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