Senior Specialist, Client Operations
About the role
The Senior Associate, Client Processing - Loans Enablement role is located in Houston, TX. This role provides complex analytics and reporting services, manages external client issues, advises other organizational units, participates in product development, and supports lower-level client processing roles.
Responsibilities
- Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
- Manages moderate to complex external client issues.
- Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issues.
- Solves complex problems based on an understanding and knowledge of the intricacies of the system.
- Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
- Supports lower-level client processing roles.
- Makes specific supervisory review, training, and approval actions.
- Contributes to the achievement of related teams objectives.
Requirements
- Bachelor's degree or equivalent combination of education and experience.
- 5-7 years of total work experience, with prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred.
- Prior experience in brokerage processing preferred.
- Applicable local/regional licenses or certifications as required by the business.
- Prior loan operations experience in a financial service setting preferred.
- Detail-oriented.
- Excellent verbal and written communication abilities.
- Ability to self-manage, prioritize, and execute workload.
- Familiarity with technical applications to include, but not limited to, Microsoft Office applications.
Qualifications
- Bachelor's degree or equivalent combination of education and experience.
- 5-7 years of total work experience, with prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred.
- Prior experience in brokerage processing preferred.
- Applicable local/regional licenses or certifications as required by the business.
- Prior loan operations experience in a financial service setting preferred.
- Detail-oriented.
- Excellent verbal and written communication abilities.
- Ability to self-manage, prioritize, and execute workload.
- Familiarity with technical applications to include, but not limited to, Microsoft Office applications.
Skills
- Complex analytics and reporting services.
- Client issue management.
- Product development and enhancement.
- Solution integration.
- System testing and validation.
- Supervisory responsibilities.
- Communication and collaboration.
- Technical application proficiency.
Benefits
- Competitive compensation package.
- Flexible global resources and tools.
- Health and wellness programs.
- Generous paid leave policies.
- Various paid time off benefits.
- 401(k) plan eligibility.
- Medical, dental, vision, and basic life insurance plans.
- Other benefits as determined by the position.
Pay
The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Schedule
N/A
Company Information
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.