Client Processing Representative I

3 weeks ago

Pittsburgh, United States BNY Mellon Full time
CLIENT PROCESSING REPRESENTATIVE I - LOAN ADMINISTRATION

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Client Processing Representative I - Loan Administration to join our Loan Administration Services team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required).

In this role, you’ll make an impact in the following ways:

  • Performs routine and non-routine client service and transactional support functions
  • Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data
  • Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
  • Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues
  • Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
  • Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients
  • Conducts independent analysis and policy interpretation
  • Manages situations which may require adaptation of response or extensive research according to client response
  • Escalates more complex situations to senior colleagues
  • Contributes to the achievement of team objectives

To be successful in this role, we’re seeking the following:

  • High school/secondary school or the equivalent combination of education and experience is required 
    • Bachelors degree preferred
  • 5-7 years of total work experience 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
  • Finance/accounting, reconciliation background experience preferred
  • CLO/CDO/SOLVAS background preferred

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

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.

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