Intermediate Representative, Client Processing
6 months ago
Overview
Intermediate Representative, Client Processing
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our CORPORATE TRUST team. This role is located in Pune/ Chennai, MH/ TN - HYBRID
**In this role, you’ll make an impact in the following ways**:
Microsoft proficient through experience in Excel, Access, and Word
Experience in running queries, macros, and understanding of formulas, especially V-Lookup
Detail oriented with analytical skills
Prepare and transmit daily, monthly, quarterly, and annual reports to investors, master servicers and trustees as required.
Responsible for maintaining loan level accuracy on the servicing system-SBO and delivering superior ratings from outside investors on a monthly basis.
Develop, analyze, and manage reporting requirements for new investors and reporting enhancements for existing investors.
Coordinate information for internal and external audits of investor portfolios.
Analyze remittance differences between investor reporting accounting reports and remittance reports to maintain cash in custodial account.
Validate data coming from other departments and work with those departments to maintain correct cash in custodial accounts.
Driving a wide variety of projects - including system and documentation updates, software tools, and procedural
Proactively developed, instituted, and standardized multiple internal processes and produced corresponding manuals to facilitate and streamline day-to-day task performance
Providing essential consultative support and building key relationships through effective interpersonal, organizational, and leadership abilities
Achieving proficiency across a broad range of software programs and technical tools, with specialized expertise in Microsoft Excel
**To be successful in this role, we’re seeking the following**:
Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
2-3 years of total work experience preferred.
Experience in financial services
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP’s Climate Change ‘A List’
**Our Benefits**:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
**Employer Description**:
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