Specialist, Client Processing II
On-siteHouston, Texas, United States
Job Summary
Provide quality client service and support to internal and external clients through daily phone interactions, problem resolution, and transaction processing including STP, manual updates, and reconciliations. Conduct complex manual processing of client account or company record updates while performing cash breaks and position difference reconciliations. Serve as the primary point of contact for clients, executing correspondent requisites accurately with an understanding of underlying business needs and specific client requirements. Identify, investigate, and resolve problems in client accounts or company records by collaborating with technology and systems teams to ensure system efficiency and risk mitigation. Review and check work of other Client Processing Support staff, help resolve escalated issues, and perform supervisory review and approval actions as required. Maintain correspondent accounts in accordance with applicable regulations and policies to ensure regulatory compliance and minimize exposure.
Required Qualifications
- Bachelors degree or the equivalent combination of education and experience
- Basic knowledge of financial products, including loans, credit facilities, and securities
- Experience with loan processing systems and software
Desired Qualifications
- 3-5 plus years of total work experience
- 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
- Strong communication and interpersonal skills, with ability to collaborate with internal stakeholders and clients
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