Senior Specialist, Client Processing

Job description

Senior Specialist, Client Processing 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 Senior Specialist, Client Processing to join our team. This role is located in Los Angeles, CA. In this role, you’ll make an impact in the following ways: Provide complex analytics, reporting, and operational support for Non-Purpose Lending accounts and transactions, identifying opportunities to improve and automate processes.

Manage moderate to complex client and advisor inquiries related to Lending products and services. Partner with internal teams to support timely processing and issue resolution. Monitor requests and exceptions to ensure documentation, approvals, and account requirements are completed accurately and within established service levels. Participate in process improvements, product enhancements, and system testing that support accurate and efficient processing of Lending transactions.

Research and resolve complex issues using a strong understanding of Lending products, systems, and procedures. Apply industry knowledge, sound judgment, and risk awareness to deliver effective solutions for internal and external clients. Allocate work, review completed requests and provide guidance to team members as needed. May perform designated supervisory reviews, training, and approval activities, as assigned. Contribute to team objectives by supporting a consistent, controlled, and client-focused lending experience.

To be successful in this role, we’re seeking the following: Bachelor’s degree or an equivalent combination of education and experience is required. 5-7 years of client-facing, lending, brokerage, or financial-services operations experience is preferred. Experience with Non-Purpose Lending, securities-backed lending, pledged accounts, collateral management, or brokerage processing is strongly preferred. Strong analytical, problem-solving, communication, and organizational skills, with close attention to detail and risk controls.