Vice President, Client Processing

We’re seeking a future team member for the role of Vice President, Client Processing to join our Loans Enablement Operations team. This is a senior operations role focused on making sure client transactions are processed accurately, on time, and with minimal risk.

This role is located in Houston, TX.

• Manages the day-to-day servicing needs for a portfolio of syndicated loans.

• Responsible for accurately reviewing, researching, and analyzing documentation and data to ensure timely completion of new lender onboarding, and to ensure accurate set-up in the system of record.

• Confirm pertinent information for lender validations to ensure timely processing of loan trades.

• Obtain formation, corporate documents and tax forms from lenders and review for accuracy.

• Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.

• Collaborate with corporate tax, closing, servicing, and trades teams, as necessary.

• Manage complex external client issues (on-going client servicing for various loan structures, resolving operational issues, and technology implementations)

• Assist in communicating needs and issues with internal and external clients.

• Use in-depth area knowledge to apply ingenuity and creativity to problems and determines more permanent resolutions.

• Act as a liaison between lenders and the corporate tax team.

• Facilitate tax withholdings/payments for funds owed to lenders as appropriate.

• May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area/s

• Solve complex problems based on an understanding and knowledge of the intricacies of the loan system.

• Provide technical assistance, training, and operational support to junior level employees.

• Bachelor's degree or the equivalent combination of education and experience is required.

• Typically, 7-12 years of total work experience is preferred.

• Basic knowledge of tax withholdings and IRS refunds preferred.

• Experience with Loan IQ and ClearPar strongly preferred.

• Ability to manage multiple tasks and work effectively across groups within the organization.

• Directly related experience with Syndicated loans and/or comparable commercial lending experience.

• In-depth knowledge of internal/external audit process experience

• Ability to lead, provide guidance and work under limited supervision

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.