About this role
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. 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. • 7 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