Specialist, Client Processing II

BNY

Pittsburgh, PA

Career-pivot friendly

Who this role is best for

Strong fit for candidates with financial services loan operations experience who can advise teams and automate transaction systems.

Best fit for

Candidates with hands-on syndicated loan experience and a background in loan operations within financial services
— “Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred”
Individuals who can analyze and report on transactional data to improve system efficiency
— “Provide analytics and reporting services, working to improve and automate transaction processing systems”
Professionals with strong communication skills who can guide teams and resolve issues effectively
— “Excellent verbal and written communication abilities”

Things to consider

The role requires prior experience in loan operations and may not accommodate beginners in the domain
— “Prior loan operations experience in a financial service setting preferred”
Location is fixed in Pittsburgh, PA, which may require relocation or local presence
— “This role is located in Pittsburgh, PA”

How to stand out

Highlight your experience in automating transaction systems and improving processing efficiency
— “working to improve and automate transaction processing systems”
Emphasize your ability to advise teams and resolve complex issues in loan operations
— “Advise organizational units/teams to ensure timely delivery of service or resolution of issues”
Showcase your technical application proficiency, especially with Microsoft Office tools
— “Familiarity with technical applications to include, but not limited to, Microsoft Office applications”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

provide routine and non-routine client service
improve and automate transaction processing systems
advise organizational units
participate in product development

Typical background

loan operationsfinancial servicessyndicated loans

Skills & requirements

Required

Client ServiceTransactional SupportAnalyticsReportingProduct DevelopmentSystem TestingSyndicated Loan ExperienceLoan Operations

Preferred

Syndicated Loan ExperienceFamiliarity With Clearpar And LSTA

Stack & domain

Client ServiceTransactional SupportAnalyticsReportingProduct DevelopmentSystem TestingSyndicated Loan ExperienceLoans ServicingClearparLSTABrokerage ProcessingMicrosoft Office ApplicationsCommunicationTeamworkProblem-solvingProject ManagementFinancial ServicesLoan Operations

About the role

Original posting from BNY

We’re seeking a future team member for the role of Specialist, Client Processing II to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions.
Provide analytics and reporting services, working to improve and automate transaction processing systems.
Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
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
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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

Source: BNY careers