Senior Specialist, Client Processing
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Before you apply
LocationPittsburgh, PA, United States
Work modehybrid
Typefull-time
SenioritySenior
Experience5–7 yrs
DepartmentLoans Enablement Operations
Company size10,000+ people
First seenOct 30, 2026 · 5d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in Finance, Business, or a related field
Typically 5-7 years of experience
Organizational skills to ensure team is adequately trained for coverage on all tasks
Analytical and problem-solving abilities to handle complex operational scenarios and team escalations
Communication and interpersonal skills to effectively collaborate across teams to problem-solve operational issues and initiate process improvements
Ability to leverage technology for process improvements
Familiarity with technical applications to include, but not limited to, Microsoft Office applications, Loan IQ, AFS, AIM
3+ years of loan operations experience preferred
Leadership experience preferred
Skills
Microsoft Office
Loan IQ
AFS
AIM
Senior Specialist, Client Processing
We’re seeking a future team member for the role of Senior Specialist, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
•
Perform routine and non-routine On Balance Sheet Loan Operations functions
•
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
•
Process account related transactions per scheduled events/client authenticated direction
•
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
•
Ensure team is trained on daily tasks, coverage is adequate for volume/staff fluctuations, and team’s work is completed timely and within quality standards
To be successful in this role, we’re seeking the following:
•
Bachelor’s degree in Finance, Business, or a related field.
•
Typically 5-7 years of experience.
•
3+ years of loan operations experience preferred
•
Leadership experience preferred
•
Soft Skills:
•
Organizational skills to ensure team is adequately trained for coverage on all tasks
•
Analytical and problem-solving abilities to handle complex operational scenarios and team escalations
•
Communication and interpersonal skills to effectively collaborate across teams to problem-solve operational issues and initiate process improvements
•
Ability to leverage technology for process improvements
•
Familiarity with technical applications to include, but not limited to, Microsoft Office applications, Loan IQ, AFS, AIM
About the company
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.