Full-Time
Vice President, Client Processing Manager - Loans Enablement
Client Processing Manager, Loans Enablement
BNY
Global asset management and financial advisory
Compensation Overview
$69k - $160k/yr
Houston, TX, USA
In Person
Bachelor's, Master's, MBA, Certification
 Finance & Banking (1) |
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- Bachelor's degree in Business, Finance, or related field required. Advanced degree or professional certifications in finance or business administration preferred.
- Typically 5-8 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
- 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.
- 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.
BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.
Company Size
N/A
Company Stage
Post IPO Equity
Headquarters
New York City, New York
Founded
1784
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Simplify's Take
What believers are saying
- BNY lifted 2026 revenue guidance after record Q2 2026 results.
- Ripple chose BNY as custodian for RLUSD reserves, validating institutional trust.
- Galaxy partnership adds staking to BNY custody, deepening wallet-stickiness and fee capture.
What critics are saying
- BNY will close Cork through 2027, with about 200 jobs at risk.
- BNY’s Liverpool and Poole shutdowns signal continuing branch consolidation and talent loss.
- Digital-asset custody faces regulatory gating; a stalled staking launch delays revenue expansion.
What makes BNY unique
- BNY oversees $62.6 trillion AUC/A and $2.2 trillion AUM on June 30, 2026.
- BNY remains the first U.S. G-SIB offering digital asset custody in Abu Dhabi.
- BNY’s buy-side trading platform reached 100 global markets across major asset classes.
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Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
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AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.
Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.