Financial Services Representative
2 weeks ago
We are seeking a highly skilled and detail-oriented Financial Services Representative to join our Loan Administration Services team in Houston, TX. As an Intermediate Representative, you will play a critical role in providing exceptional client service and transactional support functions.
Key Responsibilities- Perform routine and non-routine client service and transactional support functions.
- Interact with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
- Process account-related transactions per scheduled events/client authenticated direction.
- Follow established procedures, answer inquiries, and resolve problems or issues.
- Manage situations which may require adaptation of response or extensive research according to client response.
- Oversight and reconciliation of accounts.
- Escalate more complex situations to senior colleagues.
- Integrate area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
- Perform complex operational tasks in a product or functional area.
- Bachelor's degree or the equivalent combination of education and experience is required.
- 0-2 years of total work experience is preferred.
- Intermediate to advanced Excel skills.
- Attention to detail, multi-tasking, sense of urgency, and using initiative.
- Client Service/Operations experience within financial services is strongly preferred.
- Corporate Trust background preferred.
- Finance/accounting, compliance/reporting, reconciliation background experience preferred.
- CLO/CDO/SOLVAS background preferred.
BNY Mellon is a leading global financial services company that empowers its employees to grow and succeed. We are committed to creating a culture that values diversity, equity, and inclusion. Our employees are passionate about making a difference in the world and are driven by a sense of purpose.
We are proud to be recognized as one of the most innovative companies in the world, with a strong commitment to sustainability and social responsibility. Our employees are the backbone of our organization, and we are committed to providing them with the resources and support they need to succeed.
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