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BNY · 12 hours ago

Senior Associate, Credit Advisory Document Support Team Lead

500 Ross Street, Pittsburgh, PA, 15262, US

Full-time

Onsite

Senior Level

5+ years exp

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. The Senior Associate, Credit Advisory Document Support Team Lead will oversee loan documentation review and preparation, act as a primary contact for various stakeholders, and lead documentation-related projects.

Financial Services

Responsibilities

Perform supervisory responsibilities including investment credit line loan documentation review and/or preparation

Act as primary point of contact for internal and external legal counsel, Private Banking management, Risk Management, Compliance, internal and external Audit; frequently interact with senior lenders and client-facing staff

Participate in or lead projects related to documentation, such as training non-staff members, consulting with internal legal counsel to update base documents to meet business line needs, and developing and implementing procedures

Conduct management reporting using Microsoft Excel and other related functions

Serve as subject matter expert (SME) for less experienced document custody support staff and provide on-the-job training to new Documentation Analysts and Paralegals

Ensure quality and completion of own work, managing multiple clients simultaneously