Specialist, Client Processing Representative

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

• Perform daily mortgage-backed securities issuance and delivery activities.
• Meet all service level agreements for daily processing and issuance.
• Review daily reports and address any exceptions and resolve anomalies.
• Prepare and provide daily, weekly, monthly, quarterly, semi-annual, and annua metrics to key stakeholders.
• Provide customer service and support
• Ensure all assigned tasks and project deliverables are completed successfully and on time.
• Participate in resolving moderately complex day-to-day issues and engage internal partners as needed.
• Provide quality support for routine client transactions and processes.
• Respond independently to client inquiries by phone, email, and other channels regarding supported services, products, procedures, and basic technical matters.
• Develop a strong understanding of clients’ business.
• Engage in a culture of continuous service improvement, including digital adoption and artificial intelligence.
• Support the Operations Manager with special tasks and projects.

To be successful in this role, we’re seeking the following:

• Bachelor's degree in Finance, Business Administration, or a related field preferred.
• 0-5 years of experience.
• Experience in customer service and financial services is preferred.
• Strong analytical, written, and verbal communication skills.
• Ability to take a lead role in processing and issuing securities accurately and on time.
• The ideal candidate is organized, professional, service-oriented, and brings a proactive, driven mindset.
• Demonstrated operational risk and control mindset, with the ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Ability to build effective relationships with clients, market partners, and internal stakeholders in a fast-paced environment.