BNY Wealth Newport Beach CA

Specialist Client Processing I - Loans Enablement

Full-time · Houston, TX
✓ Verified live on the employer's own system · added 213 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

OperationsCustomer Service

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

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.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Specialist, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX .

  • 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
  • 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

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.

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