Intermediate Representative, Client Processing - Loans Enablement

BNY Mellon - Houston, TX

Full-time - Mid Level

Houston, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Intermediate Representative, Client Processing - Loans Enablement role at BNY Mellon involves providing quality client service and support within the Corporate Trust Loan Operations team. This position requires expertise in loan processing, problem resolution, and transaction processing, while ensuring compliance with regulations. The role is hybrid, requiring three days in the office, and focuses on maintaining client accounts and providing operational support.

Responsibilities

• Provide quality client service and support to internal and external clients, including phone interaction and problem resolution.
• Perform operational tasks such as processing updates to client accounts and handling exceptions.
• Investigate and correct errors in client accounts.
• Conduct independent analysis and policy interpretation.
• Responsible for reconciliations, including cash breaks and position differences.
• Serve as the primary point of contact for clients, executing correspondent requisites accurately and timely.
• Maintain correspondent accounts in compliance with regulations and policies.
• Open and update accounts or company records accurately.
• Collaborate with technology and systems teams to ensure efficiency and risk mitigation.
• Provide product knowledge and technical assistance as necessary.
• Review and check work of other Client Processing Support staff and help resolve escalated issues.

Requirements

• High school diploma or equivalent required; Bachelor's degree preferred.
• 3-5 years of total work experience preferred.
• Prior loan operations experience in a financial service setting preferred.
• Detail-oriented with excellent verbal and written communication skills.
• Ability to self-manage, prioritize, and execute workload.
• Familiarity with Microsoft Office applications.

Benefits

• Highly competitive compensation
• Generous paid leaves including paid volunteer time
• Access to flexible global resources and tools for personal and professional growth
• Wellbeing programs to support health and financial goals