Vice President, Client Processing

BNY Mellon•Houston, TX

23h

About The Position

We’re seeking a future team member for the role of Vice President, Client Processing to join the Loans Enablement Operations team. This senior operations role focuses on ensuring client transactions are processed accurately, on time, and with minimal risk. The role is located in Houston, Texas. The position manages day-to-day servicing for a portfolio of syndicated loans, including lender onboarding, loan trade validations, document review, issue resolution, and client servicing across various loan structures. It collaborates with corporate tax, closing, servicing, and trades teams; facilitates tax withholdings and payments; and provides technical assistance, training, and operational support to junior employees. The role may also coordinate work within a team or project and applies subject matter and industry expertise to complex operational problems.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Typically, 7–12 years of total work experience is preferred.
Directly related experience with syndicated loans and/or comparable commercial lending experience.
Ability to manage multiple tasks and work effectively across organizational groups.
In-depth knowledge of internal and external audit processes.
Ability to lead, provide guidance, and work under limited supervision.

Nice To Haves

Basic knowledge of tax withholdings and IRS refunds.
Experience with Loan IQ and ClearPar is strongly preferred.

Responsibilities

Manage day-to-day servicing needs for a portfolio of syndicated loans.
Review, research, and analyze documentation and data to complete new lender onboarding on time and ensure accurate setup in the system of record.
Confirm information for lender validations to support timely processing of loan trades.
Obtain and review lenders’ formation and corporate documents and tax forms for accuracy.
Research and resolve loan-related issues, handle complex client inquiries and requests, and investigate and resolve escalated or complex problem loans.
Collaborate with corporate tax, closing, servicing, and trades teams as necessary.
Manage complex external client issues, including ongoing servicing for various loan structures, operational issue resolution, and technology implementations.
Communicate needs and issues with internal and external clients.
Apply in-depth subject matter knowledge, ingenuity, and creativity to problems and determine permanent resolutions.
Act as a liaison between lenders and the corporate tax team.
Facilitate tax withholdings and payments for funds owed to lenders as appropriate.
Coordinate work within a team or project as needed, applying subject matter and industry expertise.
Solve complex problems using knowledge of the intricacies of the loan system.
Provide technical assistance, training, and operational support to junior-level employees.