Specialist, Client Processing Representative II
About The Position
The Client Processing role is part of BNY’s Loans Enablement Operations team in Pittsburgh and supports the Transaction Processing function. The role is responsible for the accurate and timely execution of client transactions and for handling complex processing tasks while supporting operational excellence, client-centricity, and efficiency. The position works with cross-functional teams, provides subject matter expertise and guidance to junior employees, monitors processing metrics, resolves complex client transaction issues, and contributes to process improvement and innovation.
Requirements
- High school/secondary school education or an equivalent combination of education and experience is required.
- Strong analytical and problem-solving abilities to manage complex transaction processes.
- Excellent communication and interpersonal skills for collaboration with clients and internal teams.
- Proficiency in transaction-processing systems and the ability to leverage technology for process improvements.
- Applicable local or regional licenses or certifications as required by the business.
- Detail-oriented, with the ability to self-manage, prioritize, and execute workload.
- Familiarity with technical applications, including Microsoft Office applications.
Nice To Haves
- Bachelor’s degree preferred.
- Seven or more years of technical and management experience preferred.
- Experience in the securities or financial services industry is a plus.
- Prior subject matter expert, team lead, or leadership experience highly preferred.
- Hands-on syndicated loan experience and familiarity with loan servicing, ClearPar, and LSTA preferred.
- Brokerage processing experience preferred.
- Prior loan operations experience in a financial services setting preferred.
Responsibilities
- Execute client transactions using advanced transaction-processing knowledge, ensuring accuracy and timeliness.
- Collaborate with cross-functional teams to optimize transaction workflows, improve efficiency, and reduce operational risks.
- Serve as a subject matter expert in client processing and provide guidance and training to junior team members.
- Monitor and analyze transaction-processing metrics, identify trends, and implement improvements to enhance the client experience.
- Engage with clients to resolve complex transaction-related issues and maintain strong client relationships.
- Drive process innovation initiatives by leveraging industry best practices.
Benefits
- Competitive compensation and benefits, including wellbeing programs.
- Flexible global resources and tools.
- Generous paid leaves, including paid volunteer time.
- Eligible employees may enroll in a 401(k) plan.
- Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
- Eligible employees may receive paid time off, including vacation and sick time.
- Eligible employees may be eligible for an annual discretionary incentive award.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
