What are the responsibilities and job description for the Specialist, Client Processing II position at BNY External Career Site?
Specialist, Client Processing II - Loans Enablement
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 and champions of inclusion, 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.
We’re seeking a future team member for the role of Specialist, Client Processing II - Loans Enablement to join our Loans Enablement Operations team. This role is located in Houston, TX.
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.
- 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
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.