Senior Specialist, Client Processing
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.
- 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.
- Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA.
- Experience in brokerage processing.
- Applicable local/regional licenses or certifications as required by the business.
- Prior loan operations experience in a financial service setting.
- 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
- Must have a valid driver's license and reliable transportation.
- Must be able to lift up to 20 pounds.
- Must be able to work occasional overtime and weekends.
Skills
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications.
- Knowledge of financial services and loan processing.
- Ability to manage multiple tasks and priorities.
Benefits
- Competitive compensation package.
- Flexible global resources and tools for your life’s journey.
- Health, dental, and vision insurance.
- Basic life insurance.
- Generous paid leave, including paid volunteer time.
- 401(k) plan eligibility.
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
Full-time position.
Equal Opportunity Employer
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
About Us
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 is all about. Join us and be part of something extraordinary.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn. Here’s a Few Of Our Recent Awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits And Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide 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, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.