Client Processing Specialist II

BNY

. Perform routine and non-routine client service and transactional support functions .

Posted 10/21/2026full-timePittsburgh • Pennsylvania • United StatesMid-LevelSenior💰 $52,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and transactional support, with a strong focus on analytics, reporting, and process improvement in financial services. Proficient in managing high-value transactions and ensuring timely service delivery.

Highest-signal resume keywords

Brokerage Processing ExperienceLoan Operations ExperienceAnalytics and Reporting ServicesTransaction Processing AutomationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAnalyticsReportingProcess ImprovementClient Service

Soft Skills

Detail OrientedExcellent CommunicationSelf-ManagementPrioritizationWorkload Execution

Certifications & Qualifications

Applicable Local/Regional Licenses

Industry Keywords

Financial ServicesBrokerageLoan Operations

About the role

Key responsibilities & impact

Perform routine and non-routine client service and transactional support functions
Provide analytics and reporting services
Improve and automate transaction processing systems
Advise organizational units and teams to ensure timely service delivery or issue resolution
Participate in product development, enhancement, and system testing
Ensure accurate and efficient processing of high-value transactions

Requirements

What you’ll need

Bachelor’s degree or the equivalent combination of education and experience
3-5 years of total work experience preferred
Experience in brokerage processing 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 Microsoft Office applications

Benefits

Comp & perks

Competitive compensation
Medical insurance
Dental insurance
Vision insurance
Basic life insurance
401(k) plan
Paid vacation time
Paid sick time
Paid volunteer time
Wellbeing programs
Flexible global resources and tools
Annual discretionary incentive award eligibility