Why this role stands out
Advance your career with BNY by managing critical syndicated loan portfolios, offering you significant growth opportunities and the chance to develop specialized financial expertise. This hybrid role is perfect for detail-oriented problem-solvers who excel in a collaborative environment and enjoy complex financial operations. Apply today to join a reputable organization and make a tangible impact.
Quick overview
Job description
Senior Specialist, Syndicated Loans / Agency Specialist
We're seeking a future team member for the role of Senior Specialist, Syndicated Loans / Agency Specialist to join our Loans Enablement Platform team. This role is located in Houston, Texas
In this role, you'll make an impact in the following ways:
· 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.
To be successful in this role, we're seeking the following:
· Bachelor's degree or the equivalent combination of education and experience is required.
· Typically, 5-7 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.
· 3-5 years of 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