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BNY · 8 hours ago

Senior Associate, Credit Advisory Document Support Team Lead

Pittsburgh, PA

Full-time

Onsite

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 Senior Associate, Credit Advisory Document Support Team Lead to supervise investment credit line loan documentation, act as a liaison with legal counsel and management, and provide training to less experienced staff.

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