Client Processing Specialist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-25
Listing for:
Atlas Search
Full Time
position Listed on 2026-09-25
Job specializations:
-
Finance & Banking
Banking Operations, Financial Compliance, Loan Servicing, Banking & Finance
Job Description & How to Apply Below
Client Processing Specialist | Financial Services | Hybrid Houston
A leading global financial services organization is seeking a Client Processing Specialist to join its growing Loans Enablement / Transaction Processing team in Houston.
This role will be responsible for supporting complex loan and client processing activities, reviewing loan documentation, resolving cash and position breaks, and serving as a key point of contact for internal and external stakeholders.
Key Responsibilities- Process and support complex loan and financial transactions, including both automated and manual activity
- Review and interpret credit agreements, loan documentation, and transaction instructions
- Perform reconciliations and investigate cash breaks, position differences, and account discrepancies
- Maintain client and transaction records accurately and in accordance with internal policies and regulatory requirements
- Serve as a key point of contact for clients and internal stakeholders regarding transaction processing and operational issues
- Investigate and resolve complex processing issues, escalating when appropriate
- Partner with technology and systems teams to address system-related issues and improve processing efficiency
- Provide product knowledge and technical assistance to internal teams
- Review the work of other operations professionals and assist with escalated issues
- Perform designated review and approval responsibilities
- Identify potential operational risks and ensure transactions are processed accurately and within established deadlines
- Bachelor’s degree or equivalent combination of education and experience
- 2–5+ years of relevant professional experience preferred
- Experience with in loan operations, credit operations, transaction processing, or financial services operations
- Ability to review and interpret credit agreements and loan documentation
- Understanding of financial products including loans, credit facilities, and securities
- Experience with loan processing platforms or financial systems
- Strong reconciliation and problem-solving skills
- Excellent attention to detail
- Strong written and verbal communication skills
- Ability to work effectively with clients and cross-functional stakeholders
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×