Hybrid Transfer Agent Operations Specialist

Posted 1 hour ago

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About the role

  • Payment Processing Specialist in the Non-Standard Processing Team at U.S. Bank. Collaborating with Relationship Managers and Client Services to ensure accurate payment processing.

Responsibilities

  • Processing and troubleshooting non-standard payment activities
  • Supporting CLO Custody and Warehouse onboarding and distributions
  • Managing daily Wire Clearing and Exception Requests
  • Researching and resolving issues within StreamTA (STA)
  • Managing incoming NSP workflows via shared mailboxes and web-based intake forms
  • Partnering with DTCC and internal teams to meet SLAs, manage escalations, and support servicing agreements
  • Contributing to continuous improvement initiatives related to onboarding, growth, technology, and process enhancements

Requirements

  • High school diploma or equivalent
  • Three or more years of experience in transaction processing
  • Demonstrated clerical, key entry, and customer service/relation skills
  • Well-developed ability to identify and resolve complex problems with minimal guidance
  • Proficient computer skills, especially Microsoft Office applications
  • Effective verbal and written communication skills.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Job title

Transfer Agent Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

$23 - $30 per hour

Degree requirement

High School Diploma

Location requirements

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