Specialist, Client Processing Representative
About The Position
In this role, you’ll make an impact by performing daily mortgage-backed securities issuance and delivery activities, meeting all service level agreements for daily processing and issuance. You will review daily reports and address any exceptions and resolve anomalies. You will prepare and provide daily, weekly, monthly, quarterly, semi-annual, and annual metrics to key stakeholders. You will provide customer service and support, ensuring all assigned tasks and project deliverables are completed successfully and on time. You will participate in resolving moderately complex day-to-day issues and engage internal partners as needed. You will provide quality support for routine client transactions and processes. You will respond independently to client inquiries by phone, email, and other channels regarding supported services, products, procedures, and basic technical matters. You will develop a strong understanding of clients’ business. You will engage in a culture of continuous service improvement, including digital adoption and artificial intelligence. You will support the Operations Manager with special tasks and projects.
Requirements
- 0-5 years of experience.
- Strong analytical, written, and verbal communication skills.
- Ability to take a lead role in processing and issuing securities accurately and on time.
- The ideal candidate is organized, professional, service-oriented, and brings a proactive, driven mindset.
- Demonstrated operational risk and control mindset, with the ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
- Ability to build effective relationships with clients, market partners, and internal stakeholders in a fast-paced environment.
Nice To Haves
- Bachelor's degree in Finance, Business Administration, or a related field preferred.
- Experience in customer service and financial services is preferred.
Responsibilities
- Perform daily mortgage-backed securities issuance and delivery activities.
- Meet all service level agreements for daily processing and issuance.
- Review daily reports and address any exceptions and resolve anomalies.
- Prepare and provide daily, weekly, monthly, quarterly, semi-annual, and annual metrics to key stakeholders.
- Provide customer service and support.
- Ensure all assigned tasks and project deliverables are completed successfully and on time.
- Participate in resolving moderately complex day-to-day issues and engage internal partners as needed.
- Provide quality support for routine client transactions and processes.
- Respond independently to client inquiries by phone, email, and other channels regarding supported services, products, procedures, and basic technical matters.
- Develop a strong understanding of clients’ business.
- Engage in a culture of continuous service improvement, including digital adoption and artificial intelligence.
- Support the Operations Manager with special tasks and projects.
Benefits
- Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- Access to flexible global resources and tools for your life’s journey.
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team.
- Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
- Eligibility for an annual discretionary incentive award.
- 401(k) plan.
- Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.
- Other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
