Intermediate Representative, Client Processing

at  BNY Mellon

INTERMEDIATE REPRESENTATIVE, CLIENT PROCESSING - LOANS ENABLEMENT

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 Intermediate Representative, Client Processing - Loans Enablement to join our Corporate Trust Loan Operations team. This role is located in Houston, TX, and will work a Hybrid schedule (3 days per week in-office required) .

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Applies expertise and judgement in providing quality, and occasionally 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
Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions
Investigates and corrects errors in client accounts
Conducts independent analysis and policy interpretation
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
Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
Accurately opens and updates accounts or company records
Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
Provides product knowledge, market nuances and requirements and technical assistance, as necessary
May review and check work of other Client Processing Support staff and help resolve escalated issues
No direct reports
Provides guidance to less experienced Client Processing Support staff, as needed
Responsible for the quality and completion of own work

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
3-5 years of total work experience preferred
Prior loan operations experience in a financial service setting preferred
Detail oriented
Excellent verbal and written communication abilities
Ability to self-manage, prioritize, and execute workload
Familiarity with technical applications to include, but not limited to, Microsoft Office applications
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