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职位BNY Mellon

Vice President, Client Processing - Loan Agency Lead (Syndicated Loans)

BNY Mellon

Vice President, Client Processing - Loan Agency Lead (Syndicated Loans)

BNY Mellon

Houston, TX, United States

·

On-site

·

Full-time

·

1mo ago

Vice President, Client Processing

  • Loan Agency Lead (Syndicated Loans)

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 #Life AtBNY 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 Clear Par 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025

  • World’s Most Admired Companies, Fortune 2025

  • “Most Just Companies”, Just Capital and CNBC, 2025

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.

  • BNY is an Equal Employment Opportunity/Affirmative Action Employer
  • Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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关于BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

员工数

New York City

总部位置

$40B

企业估值

评价

4.0

31条评价

工作生活平衡

3.4

薪酬

4.8

企业文化

3.9

职业发展

4.1

管理层

3.5

78%

推荐给朋友

优点

Prestigious brand and networking opportunities

Excellent compensation and bonus structure

Exposure to complex financial systems

缺点

Work-life balance can be difficult

Legacy technology in some areas

High-pressure environment with strict deadlines

薪资范围

28个数据点

Junior/L3

L2

L3

L4

L5

L6

Mid/L4

Senior/L5

Staff/L6

Junior/L3 · PORTFOLIO ANALYST

1份报告

$69,000

年薪总额

基本工资

$60,000

股票

-

奖金

-

$69,000

$69,000

面试经验

8次面试

难度

3.0

/ 5

时长

21-35周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

常见问题

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit