Reference Data Specialist

Unlock your potential by strengthening wholesale payments operations, deepening client support skills, and driving smarter, well-controlled processes.

As a Transaction Processing Specialist in Wholesale Payments Operations, you provide day-to-day operational support to complete client transaction processing on time and with high accuracy. As a Transaction Processing Specialist in Wholesale Payments Operations, you resolve exceptions and client inquiries efficiently while applying a strong control mindset to reduce risk. As a Transaction Processing Specialist in Wholesale Payments Operations, you contribute subject matter expertise, support regulatory reporting and remediation activities, and help improve and automate processes.

Job Responsibilities:

• Ensure end-to-end transaction management activities are completed on time and accurately.
• Resolve exceptions and client inquiries within agreed service expectations.
• Provide subject matter expertise to clients and internal partners on transaction processing workflows.
• Manage daily regulatory reporting tasks and remediation activities, as needed.
• Execute assigned tasks independently with little or no supervision.
• Lead process improvement and automation efforts that reduce manual effort and improve quality.
• Maintain a control mindset and follow established procedures to support well-controlled execution.
• Identify issues and risks that could impact the process or the organization and escalate appropriately.
• Interpret legal language within provided documents to determine operational impacts and required actions.
• Collaborate with stakeholders to drive timely closure of breaks, inquiries, and remediation items.

Required qualifications, skills, and capabilities:

• Demonstrate 1+ year of experience in transaction processing or operations support roles.
• Interpret legal language in operational documents and apply the impacts to required actions.
• Demonstrate understanding of the financial services industry, products, and operational processes.
• Analyze exceptions and client inquiries to determine accurate resolution steps.
• Communicate clearly with strong oral and written communication skills.
• Deliver high attention to detail and perform tasks with a high degree of accuracy.
• Demonstrate a strong sense of ownership and responsibility for assigned work.
• Maintain excellent client focus and customer care working practices.
• Hold a bachelor’s degree.
• Use strong computer skills, including proficiency with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook.
• Demonstrate willingness and flexibility to work during United States business hours.

Preferred qualifications, skills, and capabilities:

• Bring experience supporting middle office or back office operations.
• Demonstrate: “Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.”