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, 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 Vice President, Client Processing - Loan Agency Lead (Syndicated Loans) to join our Loans Enablement Operations team. This role is located in Houston, TX. In this role, you’ll make an impact in the following ways:

Requirements

  • Bachelor's degree in Finance, Business, or a related field.
  • Typically 7-12 years of experience.
  • 7-10 years of total work experience is preferred.
  • Ability to manage multiple tasks and work effectively across groups with the organization.
  • 5-7 years of directly related experience with syndicated loans and/or comparable commercial lending experience is required, to include knowledge of closing, trading, and loan servicing functions to support complex syndicated loans structures.
  • Experience with loan-based software Loan IQ and ClearPar strongly preferred.
  • Prior experience acting as a subject matter expert and coordinating the work of others.
  • Ability to lead, provide guidance and work under limited supervision.

Nice To Haves

  • Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.

Responsibilities

  • Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees
  • May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines.
  • Serves as the primary point of contact for internal/external clients and assist in communicating needs and issues.
  • Employ expert and in-depth knowledge for end-to-end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing
  • Handle complex client inquiries, investigate and resolve escalations and problem loans.
  • Use in-depth area knowledge to resolve complex issues, and determine more permanent resolutions, through root cause analysis.
  • Provide technical assistance and operational support to junior level staff on matters related to complex loan structures as needed.
  • Ability to read and interpret complex commercial credit agreements, and legal documents
  • Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards

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.
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