Senior Specialist, Syndicated Loan Agency Specialist

BNY Mellon • Houston, TX

2d • $59,000 - $112,000

About The Position

The Senior Specialist, Syndicated Loan Agency Specialist manages day-to-day servicing for a portfolio of syndicated loans. The role administers syndicated and/or participated loan activity, including advances, payments, rate pricing, and fees. It researches and resolves loan-related issues, responds to complex client inquiries, and investigates escalated or complex problem loans.

The specialist manages complex external client matters, ongoing servicing for various loan structures, operational issue resolution, and technology implementations. The role communicates client needs and issues, applies in-depth knowledge and creativity to find sustainable resolutions, and reads and interprets commercial loan agreements and legal documents as needed. It may coordinate work within a team or project, provide subject matter expertise, solve complex loan-system problems, and give technical and operational support to junior client-processing professionals.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of directly related experience with syndicated loans and/or comparable commercial lending experience.
• Ability to manage multiple tasks and work effectively across groups within the organization.
• Ability to lead, provide guidance, and work under limited supervision.

Nice To Haves

• 5–7 years of total work experience preferred.
• Experience with Loan IQ strongly preferred.

Responsibilities

• Manage day-to-day servicing needs for a portfolio of syndicated loans.
• Administer and service syndicated and/or participated loan activities, including advances, payments, rate pricing, and fees.
• Research and resolve loan-related issues and handle complex client inquiries and requests.
• Identify, investigate, and resolve escalated and/or complex problem loans.
• Manage complex external client issues, ongoing client servicing for various loan structures, operational issue resolution, and technology implementations.
• Communicate needs and issues with internal and external clients.
• Apply in-depth area knowledge, ingenuity, and creativity to determine sustainable resolutions.
• Read and interpret commercial loan agreements and legal documents as necessary.
• May allocate and coordinate work within a team or project and apply subject matter and industry expertise within defined areas.
• Solve complex problems based on knowledge of the intricacies of the loan system.
• Provide technical assistance and operational support to junior-level client processing professionals.

Benefits

• Competitive compensation and benefits programs.
• Wellbeing programs and flexible global resources and tools.
• Generous paid leaves, including paid volunteer time.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
• Other benefits may include paid time off, such as vacation and sick time, depending on the position offered.

What This Job Offers

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