Specialist, Client Processing Representative II

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

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.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing 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.

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

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. Subject to the terms and conditions of the applicable plans then in effect, 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 the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.