Specialist, Client Processing Representative II

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 85,000 - 110,000; Full time

Job summary

BNY Mellon in Pittsburgh, PA seeks a seasoned Client Processing Support professional to manage complex processing and reconciliations for client accounts. You will review loan documentation, explain credit terms, and serve as the primary contact for internal and external clients while ensuring accuracy and regulatory compliance.

The role requires a Bachelor's degree or equivalent, 7+ years of experience, and strong analytical, problem-solving, and communication skills to collaborate with

Qualifications

• Bachelor's degree or the equivalent combination of education and experience required.
• 7+ years of total work experience preferred.
• Excellent critical thinking and problem-solving skills with ability to analyze complex credit agreements and identify issues.
• Strong attention to detail with ability to review and verify loan documentation.
• Basic knowledge of financial products including loans, credit facilities, and securities.
• Experience with loan processing systems and software; ability to learn new systems quickly.
• Strong communication and interpersonal skills; ability to collaborate with internal stakeholders and clients.

Responsibilities

• Provide quality client service and support to internal and external clients daily (phone, problem resolution, transaction processing, reconciliations).
• Perform complex operational tasks including independent analysis and policy interpretation.
• Process complex manual updates to client accounts and perform reconciliations (e.g., cash breaks, position differences).
• Serve as primary point of contact for clients and execute requisites timely and accurately.
• Maintain correspondent accounts in compliance with regulations and policies; minimize processing risk.
• Identify, investigate, and resolve problems in client accounts; coordinate with technology teams to improve system efficiency.
• Provide product knowledge and determine when escalation is needed; assist with supervising other staff as required.
• Review and check work of other staff; assist in resolving escalated issues and allocation of tasks.

Skills

Critical thinking

Problem solving

Attention to detail

Loan documentation review

Communication

Interpersonal skills

Collaboration with stakeholders

Education

Bachelor's degree

Job description

In this role, you’ll make an impact in the following ways:

• 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.

To be successful in this role, we’re seeking the following:

• 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