Specialist, Client Processing Representative

BNY Mellon•Lake Mary, FL

13h

About The Position

In this role, you’ll make an impact in the following ways: 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.

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.
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.
The ideal candidate is organized, professional, service-oriented, and brings a proactive, driven mindset.

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.