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Execute quality reviews and control assessments for client account processing, identify and escalate operational risks, lead investigations and root-cause remediation, develop dashboards and reporting, and provide SME guidance to ensure processes meet compliance, SLAs, and quality standards while partnering with senior management.

Lead and manage client transaction processing within Loans Enablement Operations, ensuring accurate, timely execution. Optimize workflows, monitor metrics, resolve complex client issues, provide subject matter expertise and training, and drive process innovation to reduce risk and improve client experience.

Provide routine and non-routine client service and transactional support for loan processing. Produce analytics and reporting, improve and automate processing systems, advise teams on issue resolution, and support product development, enhancements, and system testing for accurate high-value transaction processing.

Perform routine and non-routine client service and transactional support for loan processing. Provide analytics and reporting, advise teams to ensure timely service/resolution, and participate in product enhancements and system testing to ensure accurate processing of high-value transactions.

Senior Specialist supporting daily banking transaction operations for BNY A.M.P.'s BTS platform. Responsibilities include processing ACH/checks/wires/debit card activities, reconciling and resolving exceptions, supporting broker and settlement tasks, maintaining controls and documentation, partnering with cross-functional teams, contributing to process improvements, and supporting reporting and audit readiness.

Support day-to-day Banking Transaction Services operations including payment processing (ACH, checks, wires, debit cards), reconciliations, exception resolution, broker support, documentation, controls, and process improvements. Partner with product, technology, client service, risk, compliance, and finance to ensure accurate, timely processing and strong client experience.

This role manages client transactions in Loans Enablement, ensuring operational excellence, engaging with clients, and driving process innovations.

The role involves leading operations for the Loans Enablement Platform, improving client experience, managing metrics, and collaborating with teams to enhance service delivery.

Advise High Net Worth clients on tax planning, collaborate with legal teams, and support wealth management strategies. Guide less experienced team members.

The Vice President, Client Processing Manager will ensure seamless execution of client transactions, optimize workflows, and enhance client relationships while managing a team and driving process innovation.