Specialist, Client Processing II

BNY Mellon•Pittsburgh, PA

About The Position

The Specialist, Client Processing II will join the Loans Enablement Operations team in Pittsburgh. The role provides client service and transactional support, processes account-related transactions, coordinates with other teams to ensure timely service and issue resolution, and researches or escalates more complex situations.

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

  • 0–3 years of total work experience.
  • 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 issue resolution.
  • Process account-related transactions according to scheduled events or authenticated client instructions.
  • Adapt responses or conduct extensive research based on client responses, escalating more complex situations to senior colleagues.
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