Specialist, Client Processing Representative II

BNY Mellon•Pittsburgh, PA

About The Position

In this role, the Specialist, Client Processing Representative II provides quality, complex client service and support to internal and external clients. The work includes phone interactions, problem resolution, transaction processing, reconciliations, accounting services, and timely updates to client accounts. The position performs complex operational tasks requiring independent analysis and policy interpretation, including manual account or company-record updates and reconciliation of cash breaks and position differences. The role serves as the primary point of contact for clients, completing correspondent requirements accurately and on time while understanding the underlying business and client needs. It maintains correspondent accounts in accordance with applicable regulations and policies, investigates and resolves account or record problems, and works with technology and systems teams to improve efficiency and mitigate risk. The position also provides product knowledge and technical assistance, escalates complex problems when appropriate, reviews other staff members’ work, helps resolve escalated issues, may allocate and check team work, and performs required supervisory review and approval actions. The employee is responsible for the quality and completion of their own work.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Excellent critical-thinking and problem-solving skills, including the ability to analyze complex credit agreements and identify potential issues.
Strong attention to detail and the 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 the ability to learn new systems quickly.
Strong communication and interpersonal skills, with the ability to collaborate with internal stakeholders and clients.

Nice To Haves

3 or more years of total work experience.

Responsibilities

Provide complex client service and support to internal and external clients, including phone interactions and problem resolution.
Process transactions, perform reconciliations and accounting services, and update client accounts in a timely manner.
Perform complex operational tasks requiring independent analysis and interpretation of policies.
Manually process updates to client accounts or company records and reconcile cash breaks and position differences.
Serve as the primary client contact and complete correspondent requirements accurately and on time.
Maintain correspondent accounts in accordance with applicable regulations and policies.
Identify, investigate, and resolve issues in client accounts or company records, collaborating with technology and systems teams on efficiency and risk mitigation.
Provide product knowledge and technical assistance, escalating complex problems to a supervisor or senior professional when appropriate.
Review and check the work of other Client Processing Support staff and help resolve escalated issues.
May allocate and check team members’ work and perform required supervisory review and approval actions.
Ensure the quality and completion of own work.