Specialist, Client Processing Representative II

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.

• 5-7 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