Senior Specialist, Client Processing
We’re seeking a future team member for the role of Senior Specialist to join our Loans Enablement Operations (On Balance Sheet) team.
This role supports client processing within Loans Enablement Operations (on balance sheet), handling routine and non-routine transactional and service requests with accuracy and timeliness. It involves processing account-related transactions, coordinating with other teams to resolve issues, and managing more complex situations through research and escalation as needed. This role is located in Pittsburgh
In this role, you’ll make an impact in the following ways:
- Perform routine and non-routine client service and transactional support 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
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 5-7 years of total work experience is preferred
- Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
- Experience in brokerage processing is preferred
- Applicable local/regional licenses or certifications as required by the business
- Prior loan operations experience in a financial service setting preferred
- Detail oriented
- Excellent verbal and written communication abilities
- Ability to self-manage, prioritize, and execute workload
- Familiarity with technical applications to include, but not limited to, Microsoft Office applications