BNY Wealth Newport Beach CA

Specialist, Client Processing II

Full-time · Houston, TX
✓ Verified live on the employer's own system · added 18 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

Customer ServiceAccountingOperationsRegulatory ComplianceRisk ControlManagementLoan ProcessingRecordkeeping
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Full job description

We're seeking a future team member for the role of Specialist, Client Processing 2 to join our Transaction Processing team for our Loans Enablement Platform . This role is located in Houston, Texas

- 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.

- Bachelors degree or the equivalent combination of education and experience is required. - 3-5 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

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