Specialist, Document Custody, Operations (Moorebank, Sydney) at BNY

Girilambone, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

MS Excel, Customer Service, Data Verification, Record Keeping, Document Workflows, Quality Control, Billing Reconciliation, Email Correspondence, Technical Support, Research Projects, SLA Performance, Metrics Tracking

Industry

Financial Services

Description

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. We're seeking a future team member for the role of Specialist to join our Document Custody, Operations team. This role is in Moorebank, Sydney - Australia (Hybrid). The core role of this position is operational oversight of our Document Custody Vault vendor. In this role, you'll make an impact in the following ways: Maintains physical and digital records of documents submitted by clients. Responsible for ensuring accuracy, completeness of information and the escalation of issues when collateral cannot be certified. Ensures policies and procedures for data verification and record keeping are followed provides assurance that client data is accurate before storing. Provides second level client support and escalates any issues regarding the completeness of documentation received. Maintains physical and/or electronic document storage systems and works with technical support teams to ensure they run without issue. Works with senior document custody resources on special research projects as required. Responsible for the quality and completion of own work. Work is focused on multiple clients. Quality-control of vendor deliverables Tracking and reporting on SLA performance and key metrics Managing billing reconciliation and issue resolution Serving as the primary point of contact for customer inquiries and email correspondence Maintaining accurate records in Excel and related systems To be successful in this role, we're seeking the following: Must be proficient with MS Excel Experience with mortgage-related document workflows Advanced Excel skills (data validation, pivot tables, basic macros) Proven customer-service expertise High school/secondary school or the equivalent combination of education and experience is required; bachelor's degree preferred. 0-3 years of total work experience preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 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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Responsibilities

The Specialist will oversee the operational aspects of the Document Custody Vault vendor, ensuring the accuracy and completeness of client documents. Responsibilities include maintaining records, providing client support, and managing vendor deliverables.