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$52k–$95k/yr
Full-time
bachelor degree
Competitive Compensation, Health Insurance, Dental Insurance, Vision Insurance, Basic Life Insurance, 401(k) Plan
Posted 17d ago
~40 hrs/week
Responsibilities
Provide complex client service and support for the Loans Enablement Platform, including transaction processing and account reconciliations. Identify and resolve account issues while ensuring regulatory compliance and performing supervisory reviews of team work.
Requirements
Requires a bachelor's degree or equivalent experience, with 3-5 years of total work experience preferred. Candidates must possess strong analytical skills for reviewing credit agreements and basic knowledge of financial products like loans and securities.
Full job description
We're seeking a future team member for the role of Specialist, Client Processing 2 to join our Transaction Processing team for our Loans Enablement Platform. This role is located in Houston, Texas
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 plus 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.
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. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. 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. 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.
BNY is a global financial services platforms company at the heart of the world’s capital markets.
Industry
Financial Services
Company size
10,001+ employees
Headquarters
New York, NY
LinkedIn followers
997,392
Total funding
$3.4B
BNY is a global financial services platforms company at the heart of the world’s capital markets.
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. (NYSE: BNY)
Follow BNY on Instagram & X: @BNYglobal
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