Senior Specialist, Client Processing
About The Position
The Senior Specialist, Client Processing - Loans Enablement joins the Loans Enablement Operations team in Houston, Texas. The role provides complex analytics and reporting services and works to improve and automate Client Processing systems. It manages moderate to complex external client issues, advises management and teams on timely service delivery and issue resolution, and works with organizational units to ensure problems are addressed and resolved promptly. The position also contributes to product development, enhancements, and system testing so products can process high-value transactions accurately and efficiently. It applies in-depth knowledge of the area and industry standards to solve complex system problems and provide solutions to internal and external clients. The role may allocate and check team members’ work and may perform supervisory review, training, and approval actions. It contributes to the objectives of related teams.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience.
- Detail-oriented.
- Excellent verbal and written communication abilities.
- Ability to self-manage, prioritize, and execute workload.
- Familiarity with technical applications, including Microsoft Office applications.
- Applicable local or regional licenses or certifications as required by the business.
Nice To Haves
- 5–7 years of total work experience preferred.
- Prior hands-on syndicated loan experience.
- Familiarity with loan servicing, ClearPar, and LSTA.
- Experience in loan administration trustee services.
- Prior loan administration or CLO operations experience in a financial services setting.
Responsibilities
- Provide complex analytics and reporting services and improve and automate Client Processing systems.
- Manage moderate to complex external client issues.
- Advise management and teams to support timely service delivery or issue resolution.
- Meet with organizational units and teams to ensure problems are appropriately addressed and resolved in a timely manner.
- Participate in product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
- Solve complex problems using knowledge of system intricacies.
- Apply in-depth area knowledge and understanding of industry standards and practices to provide solutions to internal and external clients.
- May allocate and check the work of other team members.
- May perform supervisory review, training, and approval actions.
- Contribute to the achievement of related teams’ objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
