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Specialist, Client Processing Representative II
mid · Operations
We're seeking a future team member for the role of Specialist, Client Processing 2 to join our Transaction Processing team for our Conventional Trust Platform. This role is located in Pittsburgh, PA
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.
- 3-5 plus 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