Vice President, Client Processing - Loan Agency Lead (Syndicated Loans) jobs in United States
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BNY · 1 day ago

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

BNY is a leading global financial services company at the heart of the global financial system. They are seeking a Vice President, Client Processing - Loan Agency Lead to manage an agency portfolio of syndicated loans, handle complex client inquiries, and provide operational support to junior staff.

Financial Services

Responsibilities

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

Qualification

Syndicated loans expertiseLoan IQ softwareClearPar softwareCFA certificationCPA certificationCommercial credit agreementsTeam coordinationClient communicationProblem-solvingLeadership

Required

Bachelor's degree in Finance, Business, or a related field
Typically 7-12 years of experience
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
Ability to manage multiple tasks and work effectively across groups with the organization
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

Preferred

Advanced degree or relevant certifications (e.g., CFA, CPA) preferred
+ 7-10 years of total work experience is preferred
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

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase