In this role, you'll make an impact in the following ways:
Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
Provide product knowledge and technical assistance, determining when complex problems should be escalated to a supervisor or senior professional.
Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
Responsible for specific supervisory review and approval actions as required.
Ensure the quality and completion of own work.
To be successful in this role, we're seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience is preferred.
Excellent critical thinking and problem-solving skills, with ability to analyze complex credit agreements and identify potential issues
Strong attention to detail, with 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 ability to learn new systems quickly
Strong communication and interpersonal skills, with ability to collaborate with internal stakeholders and clients
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
Numbers & Facts
Location
Houston, TX
Skills
Analysis Skillsunmatched
Artificial Intelligence (AI)unmatched
Communication Skillsunmatched
Credit Analysisunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Financial Servicesunmatched
Financial Systemsunmatched
Global Financial Marketsunmatched
Identify Issuesunmatched
Interpersonal Skillsunmatched
Loan Documentsunmatched
Loan Processingunmatched
Loan Reviewunmatched
Loansunmatched
Maintain Complianceunmatched
Problem Solving Skillsunmatched
Reconciliationunmatched
Regulationsunmatched
Resolve Customer Issuesunmatched
Risk Managementunmatched
Securitiesunmatched
Team Playerunmatched
Technical Supportunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
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