BNY Mellon
Vice President, Client Processing - Loan Agency Lead (Syndicated Loans)
BNY Mellon, Houston, Texas, United States, 77246
Vice President, Client Processing – Loans Enablement
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of
Vice President, Client Processing – Loan Agency Lead (Syndicated Loans)
to join our
Loans Enablement Operations
team. This role is located in
Houston, TX .
In this role, you’ll make an impact in the following ways: Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees.
May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines.
Serves as the primary point of contact for internal/external clients and assist in communicating needs and issues.
Employ expert and in‑depth knowledge for end‑to‑end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing.
Handle complex client inquiries, investigate and resolve escalations and problem loans.
Use in‑depth area knowledge to resolve complex issues, and determine more permanent resolutions, through root cause analysis.
Provide technical assistance and operational support to junior level staff on matters related to complex loan structures as needed.
Ability to read and interpret complex commercial credit agreements, and legal documents.
Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards.
To be successful in this role, we’re seeking the following:
Bachelor's degree in Finance, Business, or a related field. – Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
Typically 7-12 years of experience.
7-10 years of total work experience is preferred.
Ability to manage multiple tasks and work effectively across groups with the organization.
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.
Experience with loan‑based software Loan IQ and ClearPar strongly preferred.
Prior experience acting as a subject matter expert and coordinating the work of others.
Ability to lead, provide guidance and work under limited supervision.
Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Awards and Recognition:
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of
Vice President, Client Processing – Loan Agency Lead (Syndicated Loans)
to join our
Loans Enablement Operations
team. This role is located in
Houston, TX .
In this role, you’ll make an impact in the following ways: Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees.
May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines.
Serves as the primary point of contact for internal/external clients and assist in communicating needs and issues.
Employ expert and in‑depth knowledge for end‑to‑end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing.
Handle complex client inquiries, investigate and resolve escalations and problem loans.
Use in‑depth area knowledge to resolve complex issues, and determine more permanent resolutions, through root cause analysis.
Provide technical assistance and operational support to junior level staff on matters related to complex loan structures as needed.
Ability to read and interpret complex commercial credit agreements, and legal documents.
Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards.
To be successful in this role, we’re seeking the following:
Bachelor's degree in Finance, Business, or a related field. – Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
Typically 7-12 years of experience.
7-10 years of total work experience is preferred.
Ability to manage multiple tasks and work effectively across groups with the organization.
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.
Experience with loan‑based software Loan IQ and ClearPar strongly preferred.
Prior experience acting as a subject matter expert and coordinating the work of others.
Ability to lead, provide guidance and work under limited supervision.
Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Awards and Recognition:
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr