BNY

Vice President, Client Processing – Loans Enablement

BNY

full-time

Posted on:

Location Type: Office

Location: Houston • Texas • 🇺🇸 United States

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Job Level

Lead

About the role

  • The Vice President, Client Processing plays a crucial role within the Transaction Processing function at BNY, ensuring the seamless execution of client transactions while upholding the organization's commitment to operational excellence.
  • This role is pivotal in supporting BNY's strategic pillars of client-centricity and operational efficiency by managing complex client processing tasks with precision and expertise.
  • The incumbent will exemplify BNY's principles by fostering a culture of accountability, collaboration, and innovation, thereby enhancing client trust and satisfaction.
  • Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness.
  • Collaborate with cross-functional teams to optimize transaction workflows, improving efficiency and reducing operational risks.
  • Serve as a subject matter expert in client processing, providing guidance and training to junior team members to promote knowledge sharing and skill development.
  • Monitor and analyze transaction processing metrics to identify trends and implement improvements, enhancing the overall client experience.
  • Engage with clients to resolve complex transaction-related issues, demonstrating effective problem-solving skills and maintaining strong client relationships.
  • Drive process innovation initiatives by leveraging industry best practices, ensuring BNY remains at the forefront of transaction processing excellence.

Requirements

  • 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.
  • Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred.
  • Strong analytical and problem-solving abilities to manage complex transaction processes.
  • Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams.
  • Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements.
  • Experience in brokerage processing preferred.
  • Applicable local/regional licenses or certifications as required by the business.
  • Prior loan operations experience in a financial service setting preferred.
  • Detail oriented.
  • Ability to self-manage, prioritize, and execute workload.
  • Familiarity with technical applications to include, but not limited to, Microsoft Office applications.
Benefits
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
  • Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
transaction processingsyndicated loansloan servicingbrokerage processinganalytical skillsproblem-solvingprocess improvementstransaction processing systemsfinancial services operationsdetail orientation
Soft skills
communication skillsinterpersonal skillscollaborationaccountabilityinnovationclient relationship managementself-managementprioritizationexecutionknowledge sharing
Certifications
Bachelor's degreeCFACPA