Specialist, Client Processing II

About the role

This role is located in Houston, TX. In this role, you’ll make an impact by:

• Making 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.
• Performing complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
• Conducting complex, manual processing of updates to client accounts or company records and performing reconciliations such as cash breaks and position differences.
• Serving 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.
• Maintaining correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identifying, investigating, and resolving problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
• Providing product knowledge and technical assistance, determining when complex problems should be escalated to a supervisor or senior professional.
• Reviewing and checking work of other Client Processing Support staff, helping resolve escalated issues, and may allocate and check work of other team members.
• Responsible for specific supervisory review and approval actions as required.
• Ensuring the quality and completion of own work.

Responsibilities

To be successful in this role, we’re seeking the following:

• A Bachelors degree or the equivalent combination of education and experience is required. 3-5 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.

Requirements

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, 2025World’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.

Qualifications

Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience is preferred.

Skills

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.

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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

Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.