Specialist, Client Processing Representative II

BNY
Pittsburgh, PA

Who this role is best for

Candidates with prior loan operations experience and technical proficiency in systems like ClearPar will find this role in a financial services environment.

Best fit for

  • Those with a detail-oriented mindset and strong communication skills
    — “Detail oriented Excellent verbal and written communication abilities”
  • Professionals who have experience in product development and system testing
    — “Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions”

Things to consider

  • The role may require local/regional certifications depending on the business needs
    — “Applicable local/regional licenses or certifications as required by the business”
  • The position is likely to involve a mix of routine and complex client service tasks
    — “Perform routine and non-routine client service and transactional support functions”

How to stand out

  • Emphasize experience with loan operations and ClearPar in your resume and interview responses
    — “Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred”
  • Highlight your ability to provide analytics and improve transactional systems
    — “Provide analytics and reporting services, working to improve and automate transaction processing systems”
  • Demonstrate a track record of advising teams and resolving issues efficiently
    — “Advise organizational units/teams to ensure timely delivery of service or resolution of issues”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

  • perform routine and non-routine client service
  • provide analytics and reporting
  • advise organizational units
  • participate in product development
  • ensure accurate and efficient processing of high value transactions
Typical background
financial services operationsloan processing

Skills & requirements

Required

Client ServiceTransactional SupportAnalyticsReportingProduct DevelopmentSystem TestingDetail OrientationVerbal And Written CommunicationSelf-managementPrioritizationTechnical Applications

Preferred

Syndicated Loan ExperienceLoans ServicingClearparLSTABrokerage ProcessingLoan Operations

Stack & domain

Client ServiceTransactional SupportAnalyticsReportingProduct DevelopmentSystem TestingLoan OperationsSyndicated Loan ExperienceClearparLSTABrokerage ProcessingTechnical ApplicationsMicrosoft OfficeCommunicationProblem SolvingSelf-managementPrioritizationExecutionFinanceBankingLoan Servicing

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 preferredExperience in brokerage processing preferred.Applicable local/regional licenses or certifications as required by the business.Prior loan operations experience in a financial service setting preferredDetail orientedExcellent verbal and written communication abilitiesAbility to self-manage, prioritize, and execute workloadFamiliarity with technical applications to include, but not limited to, Microsoft Office application

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

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