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Loan Operations Client Processing II

Loan Operations Client Processing II

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of  Client Processing II  to join the  Corporate Banking Loan Admin  team. This role is located in  Lake Mary, FL - Hybrid.

In this role, you’ll make an impact in the following ways: 

  • Performs routine and non-routine client service and transactional support functions. Provides analytics and reporting services, working to improve and automate transaction processing systems. Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. Provides direction to lower-level service roles in the successful delivery of support or service. Processes account related transactions per scheduled events/client authenticated direction. Answers inquiries and resolves problems or issues. Assesses needs and suggests/promotes alternative approaches to service models.
  • Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Manages situations which may require adaptation of response or extensive research according to internal or external client response.
  • May be responsible for allocating and checking work of support team members. May be responsible for specific supervisory review, training and approval actions.
  • Contributes to the achievement of team objectives.

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 years of total work experience is preferred. 
  • Experience in brokerage processing is preferred. 
  • Applicable local/regional licenses or certifications as required by the business.
  • Must be able to work 9:30 a.m. - 6:00 p.m. and after 6:00 p.m. as required by business needs.

At BNY, our culture speaks for itself. Here’s a few of our awards: 

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Average salary estimate

$75000 / YEARLY (est.)
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$60000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Loan Operations Client Processing II, BNY

As a Loan Operations Client Processing II at BNY in the beautiful area of Lake Mary, FL, you'll find yourself at the heart of a dynamic corporate banking team. BNY is not just a leading global financial services company, but a place where your growth and success take center stage. Here, we empower over 50,000 team members to collaborate, innovate, and impact the world’s financial system positively. In this role, you'll be performing both routine and intricate client service and transactional support functions. You will provide essential analytics and reporting services, focusing on continuously improving and automating transaction processing systems for our clients. You’ll be the go-to person—advising teams to deliver services promptly, resolving issues, and implementing service model improvements. Expect to engage with straightforward product development and enhancement, ensuring high-value transactions are processed efficiently. Within your role, you’ll also have the opportunity to guide and train lower-level service roles, contributing to our goals as a team. To shine in this position, a Bachelor’s degree paired with 3-5 years of experience, particularly in brokerage processing, would be ideal. Join us to experience #LifeAtBNY, where innovation thrives, and every day presents a chance to make a difference!

Frequently Asked Questions (FAQs) for Loan Operations Client Processing II Role at BNY
What are the primary responsibilities of a Loan Operations Client Processing II at BNY?

A Loan Operations Client Processing II at BNY is responsible for performing routine and complex client service functions, providing analytics and reporting, advising teams on service delivery, and processing account-related transactions while resolving client inquiries. In addition, participating in product development and guiding support team members are crucial aspects of the role.

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What qualifications are needed for the Loan Operations Client Processing II position at BNY?

To qualify for the Loan Operations Client Processing II position at BNY, candidates need a Bachelor's degree or an equivalent educational background. Additionally, 3-5 years of work experience, preferably in brokerage processing, is preferred. Relevant local licenses or certifications may also be required depending on the business needs.

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What skills are essential for success as a Loan Operations Client Processing II at BNY?

Successful Loan Operations Client Processing II candidates at BNY should possess strong analytical skills, excellent communication capabilities, and a solid understanding of transaction processing systems. The ability to guide and train team members while showcasing problem-solving skills is also vital for achieving team objectives.

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Is experience in brokerage processing necessary for the Loan Operations Client Processing II role at BNY?

Yes, experience in brokerage processing is preferred for the Loan Operations Client Processing II role at BNY. This knowledge will enable candidates to navigate the complexities of financial services effectively and contribute to enhancing transaction processing.

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What is the work schedule for the Loan Operations Client Processing II position at BNY?

The Loan Operations Client Processing II role at BNY requires working from 9:30 a.m. to 6:00 p.m., with potential additional hours after 6:00 p.m. as business needs arise. Flexibility in scheduling is integral to meeting our clients' needs.

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Common Interview Questions for Loan Operations Client Processing II
Can you describe your experience with transaction processing systems as a Loan Operations Client Processing II?

When discussing your experience with transaction processing systems, highlight specific instances where you improved automation or provided analytics. Share how you ensured accuracy in high-value transactions and optimized workflows, showcasing your problem-solving skills.

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How do you prioritize tasks when handling client service inquiries in a fast-paced environment?

In a fast-paced environment, I prioritize client service inquiries by assessing urgency and impact. I focus first on issues that require immediate attention, utilizing organizational skills to manage my time effectively while ensuring that all clients feel valued and heard.

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What strategies would you use to support a team in achieving its objectives?

I would utilize collaboration and open communication as key strategies to support my team. By encouraging input from all team members and providing guidance and training as needed, I can help foster an environment where everyone works towards common goals efficiently.

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How do you handle a situation where a client faces an issue with a transaction?

In such situations, I first listen carefully to the client's concerns, ensuring I understand the issue completely. Then, I would investigate the problem, keeping the client informed throughout the process, and explore potential solutions to resolve the situation promptly.

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Can you provide an example of how you improved a process in your previous role?

Certainly! In my previous role, I identified inefficiencies in our transaction processing workflow. I proposed an automation system that streamlined the validation process, reducing processing times by 20%. This not only improved productivity but significantly enhanced client satisfaction.

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What do you know about BNY's commitment to diversity and inclusion?

BNY's commitment to diversity and inclusion is evident in its numerous awards and scores, such as the 100% score from the Human Rights Campaign Foundation's Corporate Equality Index. As a candidate, I value and support this commitment, as I believe diverse perspectives foster innovation and creativity.

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How do you stay updated on industry standards and practices relevant to the Loan Operations role?

I actively engage in professional development through networking, attending workshops, and subscribing to industry publications. This allows me to stay informed about emerging standards, strengthen my expertise, and provide valuable insights in my role at BNY.

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What motivates you to excel as a Loan Operations Client Processing II?

I am motivated by the opportunity to make a tangible impact through the quality of service I provide to clients. Achieving efficiencies in transaction processes and solving complex problems for clients drives my passion for excellence in my role.

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Describe a time when you had to adapt your communication style to suit a diverse audience.

During a project, I realized that team members had various communication preferences. I adapted by utilizing both formal presentations and informal discussions to ensure everyone felt included. This approach enhanced team collaboration and clarity on our shared goals.

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Why do you want to work at BNY as a Loan Operations Client Processing II?

I want to work at BNY because it stands out as a leader in the financial services industry with a strong commitment to innovation, diversity, and employee growth. I admire the company's mission to make money work for the world and would be proud to contribute to such impactful goals.

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BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achie...

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Full-time, hybrid
DATE POSTED
April 8, 2025

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