Associate, Credit Advisory Document Support Representative II

BNY Mellon • Pittsburgh, PA

3d • Onsite

About The Position

Associate, Credit Advisory Document Support Representative II At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Credit Advisory Document Support Representative II to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways: Prepare legal reviews and analysis of client-provided documentation such as trusts, wills and entity formation documentation to determine authorized signers and recommend appropriate loan structure to minimize risk to the bank. Will initially handle the less complex transactions for reviews. Prepare loan documentations as requested from the Private Banking Secured Lending and Structured Lending teams in compliance with Risk approval and policies, internal legal guidelines, and all government regulations and guidelines, meeting requested turnaround times. This position can handle the larger, more complex document requests including those with corporations, partnerships and other legal entities as borrower, pledgor or guarantor. Consult with lenders, business development officers, internal counsel to understand, articulate and document the requests. Also consults with Loan Administration, Treasury Shared Services, Letters of Credit, and other areas to facilitate a transaction. Processing of payment change requests. Review and audit loan documents prepared by other Analysts for completeness and accuracy prior to mailing to clients. Audit executed documents, following up with Bankers or clients for corrections or missing items, process for activation by Loan Servicing and prepare for transport to the vault for storage. No direct reports; acts as SME for less experienced document custody Support staff, as needed. May provide on-the-job training. Responsible for the quality and completion of own work. Work is focused on multiple clients.

Requirements

• BS/BA
• 2-4 years related industry experience.

Nice To Haves

• Paralegal certification preferred.

Responsibilities

• Prepare legal reviews and analysis of client-provided documentation such as trusts, wills and entity formation documentation to determine authorized signers and recommend appropriate loan structure to minimize risk to the bank.
• Prepare loan documentations as requested from the Private Banking Secured Lending and Structured Lending teams in compliance with Risk approval and policies, internal legal guidelines, and all government regulations and guidelines, meeting requested turnaround times.
• Consult with lenders, business development officers, internal counsel to understand, articulate and document the requests.
• Processing of payment change requests.
• Review and audit loan documents prepared by other Analysts for completeness and accuracy prior to mailing to clients.
• Audit executed documents, following up with Bankers or clients for corrections or missing items, process for activation by Loan Servicing and prepare for transport to the vault for storage.
• Acts as SME for less experienced document custody Support staff, as needed.
• May provide on-the-job training.
• Responsible for the quality and completion of own work.
• Work is focused on multiple clients.

Benefits

• BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level