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BNY · 1 day ago

Credit Services Analyst (contract)

New York, NY

Contract

Hybrid

Mid Level

$39.20/hr - $49/hr

3+ years exp

BNY Mellon is a leading global financial services company at the center of the world’s financial system. The Credit Services Analyst role supports the Credit Services Client Platform by providing accounting, trading, and covenant compliance support for funds and credit facilities of moderate complexity, requiring strong attention to detail and financial acumen.

Financial Services

Responsibilities

Covenant Compliance & Credit Agreement Review: Read, interpret, and review credit agreements to identify covenant requirements, compliance thresholds, and reporting obligations for committed credit facilities

Compliance Monitoring & Tracking: Set up, monitor, and maintain covenant compliance within internal systems, ensuring all requirements are accurately tracked and kept up to date

Document Review & Processing: Review moderately complex documents processed across the bank to confirm compliance with established processes, procedures, and service level agreements

System Setup & Maintenance: Upload credit agreements and supporting documentation into internal tools (including CTrack), ensuring accurate setup, data integrity, and ongoing maintenance

Risk & Error Identification: Identify potential fail points in processes, draft error or exception reports, and provide findings to internal stakeholders or clients as required

Cross-Functional Collaboration: Work closely with CSA teams, lending partners, and loan operations to clarify documentation, resolve questions, and support compliance-related initiatives

Client & Lender Interaction: Respond to inquiries from lenders as needed, demonstrating the ability to clearly explain covenant terms, compliance status, and documentation details

Ad Hoc Support: Assist with additional projects related to credit services, compliance, or process improvement as business needs arise

Qualification

Covenant complianceCredit agreement reviewFinancial services experienceMicrosoft ExcelMicrosoft WordMultitasking skillsOrganizational skillsWritten communicationVerbal communication