Senior Associate, Credit Advisory Document Support Team Lead

BNY External Career Site • Pittsburgh, PA

38d

About The Position

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 Senior Associate, Credit Advisory Document Support Team Lead to join our team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:

Requirements

• BS/BA degree and/or Paralegal certification.
• 5-7 years of related industry experience.

Responsibilities

• Perform supervisory responsibilities including investment credit line loan documentation review and/or preparation.
• Act as primary point of contact for internal and external legal counsel, Private Banking management, Risk Management, Compliance, internal and external Audit; frequently interact with senior lenders and client-facing staff.
• Participate in or lead projects related to documentation, such as training non-staff members, consulting with internal legal counsel to update base documents to meet business line needs, and developing and implementing procedures.
• Conduct management reporting using Microsoft Excel and other related functions.
• Serve as subject matter expert (SME) for less experienced document custody support staff and provide on-the-job training to new Documentation Analysts and Paralegals.
• Ensure quality and completion of own work, managing multiple clients simultaneously.

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
• Number of Employees: 5,001-10,000 employees