Associate, Client Processing I - Loans Enablement

BNY

Posted 2 months ago

Full Time

Houston, Texas

In Person

Smart Summary

Responsibilities

Perform routine and non-routine client service and transactional support functions while interacting with internal teams to ensure timely service delivery. Manage account-related transactions and resolve complex issues by escalating them to senior colleagues when necessary.

Qualifications

You have a Bachelor's degree or equivalent education and experience, with 0-3 years of work experience preferred. Experience with loan-based software like Loan IQ and ClearPar is strongly preferred, along with prior experience acting as a subject matter expert.

Must Have Skills for ATS

Loan IQ

ClearPar

Job Description

Associate, Client Processing I - Loans Enablement

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX.

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
  • 0-3 years of total work experience is preferred
  • Experience with loan-based software Loan IQ and ClearPar strongly preferred.
  • Prior experience acting as a subject matter expert.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

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.

BNY

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal
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