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BNY

Safeguards and moves assets for investors

Vice President, Client Processing - Loans Enablement

Operations & LogisticsConfirmed live in the last 24 hours
Full-timeHouston, TX, USA$69k - $167kIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Business, or a related field is required.
  • Typically, 7–12 years of experience is required.
  • Strong analytical and problem-solving abilities to manage complex transaction processes are required.
  • Proficiency in transaction processing systems and the ability to leverage technology for process improvements are required.
  • Applicants must hold applicable local or regional licenses or certifications as required by the business.
  • Applicants must be able to self-manage, prioritize, and execute their workload.
  • Familiarity with Microsoft Office applications is required.

Responsibilities

  • 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, improve efficiency, and reduce 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 that enhance the overall client experience.
  • Engage with clients to resolve complex transaction-related issues and maintain strong client relationships.
  • Drive process innovation initiatives by leveraging industry best practices.

Desired Qualifications

  • An advanced degree or relevant certifications, such as CFA or CPA, are preferred.
  • Prior hands-on syndicated loan experience, familiarity with loan servicing, ClearPar, and LSTA are preferred.
  • Experience in brokerage processing is preferred.
  • Prior loan operations experience in a financial services setting is preferred.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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