Senior Specialist, Client Processing

BNY Mellon•Pittsburgh, PA

About The Position

The Senior Specialist supports client processing within the Loans Enablement Operations (On Balance Sheet) team. The role handles routine and non-routine transactional and service requests accurately and on time, processes account-related transactions, coordinates with other teams to resolve issues, and researches or escalates more complex situations as needed. The position is located in Pittsburgh.

Requirements

  • Bachelor’s degree or an equivalent combination of education and experience is required.
  • 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 is preferred.
  • Prior hands-on syndicated loan experience.
  • Familiarity with loan servicing, ClearPar, and LSTA.
  • Experience in brokerage processing.
  • Prior loan operations experience in a financial services setting.

Responsibilities

  • Perform routine and non-routine client service and transactional support functions.
  • Interact with other organizational units and teams to ensure timely service delivery or resolution of issues.
  • Process account-related transactions according to scheduled events or client-authenticated direction.
  • Manage situations requiring an adapted response or extensive research based on client response, escalating more complex situations to senior colleagues.
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