Vice President, Client Processing
About The Position
The Vice President, Client Processing – Loans Enablement joins BNY’s Loans Enablement Operations team in Houston, Texas, within the Transaction Processing function. The role ensures seamless execution of client transactions and supports BNY’s focus on client-centricity and operational efficiency. It manages complex client processing work with precision while promoting accountability, collaboration, and innovation to strengthen client trust and satisfaction. The position leads transaction execution, works across teams to improve workflows and reduce operational risks, and serves as a subject matter expert who guides and trains junior team members. It monitors processing metrics and implements improvements, resolves complex transaction-related client issues, and drives process innovation using industry best practices.
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 for collaboration with clients and internal teams.
- Proficiency in transaction-processing systems and ability to use technology for process improvements.
- Applicable local or regional licenses or certifications as required by the business.
- Detail-oriented.
- 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 client transaction execution, ensuring accuracy and timeliness.
- Collaborate with cross-functional teams to optimize transaction workflows, improve efficiency, and reduce operational risks.
- Provide subject-matter expertise, guidance, and training to junior team members.
- Monitor and analyze transaction-processing metrics, identify trends, and implement improvements to enhance the client experience.
- Engage with clients to resolve complex transaction-related issues and maintain strong client relationships.
- Drive process innovation by applying industry best practices.
Benefits
- Competitive compensation and benefits, including wellbeing programs.
- Flexible global resources and tools.
- Paid leaves, including paid volunteer time; vacation and sick time may be available depending on the position.
- Eligible employees may enroll in a 401(k) plan.
- Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
- Eligible employees may receive an annual discretionary incentive award.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
