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BNY · 1 day ago

Vice President, Client Processing Manager - Syndicated Loans / Agency Manager

Houston, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Vice President, Client Processing Manager to manage an agency portfolio of syndicated loans and oversee client inquiries and escalations while providing leadership and support to team members.

Financial Services

Responsibilities

Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees

Research and resolve loan issues, manage complex client inquiries and requests, and investigate and resolve escalations through root cause analysis

Oversee external client issues for various loan structures, resolving operational issues, technology, and product implementations

Communicate needs and issues to internal and external/clients

Employ expert and in-depth knowledge for end-to-end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing

Ability to read and interpret complex commercial credit agreements, and legal documents

May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines

Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards

Deliver complex analytics and reporting services, working to improve and automate client processing systems

Provide leadership to team members and support major clients with significant BNY partnerships by managing complex escalations and ensuring the effective execution of operational and technical solutions

Participate in innovative product development, enhancements, and system testing to ensure accuracy and efficiency

Provide training, technical assistance and operational support to junior level staff as needed

May supervise and/or oversee the daily activities for an assigned team and mentor new/less experienced employees

Qualification

Syndicated loansLoan IQClearParTransaction processingCommercial lendingTeam coordinationTrainingLeadershipProblem solvingCommunication

Required

Bachelor's degree in Business, Finance, or related field required

Typically 5-8 years of experience in transaction processing or related field within financial services

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

Ability to manage multiple tasks and work effectively across groups within the organization

Ability to lead, provide guidance and work under limited supervision