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 - $83,000 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 within financial services, with a strong focus on syndicated loans and brokerage processing. Proficient in managing client interactions and executing account-related transactions efficiently.

Highest-signal resume keywords

Syndicated Loan ExperienceLoan ServicingBrokerage ProcessingMicrosoft Office ApplicationsDetail Oriented

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Syndicated Loan ExperienceLoan ServicingBrokerage Processing

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationSelf-ManagementPrioritizationAdaptability

Tools & Technologies

ClearParMicrosoft Office Applications

Certifications & Qualifications

Applicable Local/Regional Licenses

Industry Keywords

Financial ServicesLoan OperationsClient ServiceTransactional SupportIssue Resolution

About the role

Key responsibilities & impact

Perform routine and non-routine client service and transactional support functions
Interact with other organizational units and teams to ensure timely service delivery or issue resolution
Process account-related transactions according to scheduled events or client-authenticated direction
Manage situations requiring adaptation of responses or extensive research based on client response
Escalate more complex situations to senior colleagues

Requirements

What you’ll need

Bachelor’s degree or the equivalent combination of education and experience is required
0-3 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 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
Other paid time off benefits
Wellbeing programs
Flexible global resources and tools