Vice President, Client Processing

BNY Mellon•Houston, TX

About The Position

BNY is seeking a Vice President, Client Processing - Loans Enablement to join its Loans Enablement Operations team in Houston, Texas. The role sits within Transaction Processing and is responsible for the accurate and timely execution of client transactions and complex client processing tasks. It supports BNY’s focus on client-centricity and operational efficiency, while fostering accountability, collaboration, and innovation to enhance client trust and satisfaction. The position also serves as a subject matter expert, supports the development of junior team members, and works with clients and cross-functional teams to resolve issues and improve transaction workflows. The successful candidate will use processing metrics and industry best practices to identify improvements, reduce operational risks, and advance transaction processing excellence.

Requirements

  • Bachelor’s degree in Finance, Business, or a related field.
  • Typically 7–12 years of experience.
  • Strong analytical and problem-solving abilities for managing complex transaction processes.
  • Excellent communication and interpersonal skills to collaborate effectively with clients and internal teams.
  • Proficiency in transaction-processing systems and ability to leverage technology for process improvements.
  • Applicable local or regional licenses or certifications as required by the business.
  • Detail-oriented, with the ability to self-manage, prioritize, and execute workload.
  • Familiarity with technical applications, including Microsoft Office applications.

Nice To Haves

  • Advanced degree or relevant certifications, such as CFA or CPA.
  • Hands-on syndicated loan experience and familiarity with loan servicing, ClearPar, and LSTA.
  • Experience in brokerage processing.
  • Prior loan operations experience in a financial services setting.

Responsibilities

  • Lead the accurate and timely execution of client transactions using advanced transaction-processing knowledge.
  • Collaborate with cross-functional teams to optimize workflows, improve efficiency, and reduce operational risks.
  • Serve as a subject matter expert in client processing and guide and train junior team members.
  • Monitor and analyze transaction-processing metrics, identify trends, and implement improvements to the client experience.
  • Engage with clients to resolve complex transaction-related issues and maintain strong client relationships.
  • Drive process innovation initiatives using industry best practices.
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