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Job Details

BNY Mellon logo
Asset Management

Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist

at BNY Mellon

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

The Senior Associate will manage an agency portfolio of syndicated and bilateral loans and administer loan activities including advances, payments, rate pricing, and fees. The role focuses on researching and resolving complex loan issues, handling escalated client inquiries, and managing operational and technology implementation matters. The position requires the ability to read and interpret commercial loan agreements, provide technical assistance to junior staff, and apply subject-matter expertise to deliver permanent resolutions. Located in Houston, TX, the role prefers Loan IQ experience and requires several years of syndicated loan and overall work experience.

Compensation
Not specified

Currency: Not specified

City
Houston
Country
United States

Full Job Description

Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist

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.

We’re seeking a future team member for the role of Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist to join our Loans Enablement Operations team. This role is located in Houston, TX.

In this role, you’ll make an impact in the following ways:

  • Manages an agency portfolio of syndicated and/or bilateral loans.
  • Responsible for administering and servicing loan activities, such as handling advances, payments, rate pricing, and fees.
  • Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.
  • Manage complex external client issues 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.
  • Ability to read and interpret commercial loan agreements and legal documents, as necessary.
  • 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 and operational support to junior level client processing roles.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience.
  • 5-7 years of total work experience 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 is required.
  • Experience with Loan IQ is strongly preferred.
  • Ability to lead, provide guidance and work under limited supervision

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Details

BNY Mellon logo
Asset Management

17 days ago

clicks

Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist

at BNY Mellon

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Houston

Country: United States

The Senior Associate will manage an agency portfolio of syndicated and bilateral loans and administer loan activities including advances, payments, rate pricing, and fees. The role focuses on researching and resolving complex loan issues, handling escalated client inquiries, and managing operational and technology implementation matters. The position requires the ability to read and interpret commercial loan agreements, provide technical assistance to junior staff, and apply subject-matter expertise to deliver permanent resolutions. Located in Houston, TX, the role prefers Loan IQ experience and requires several years of syndicated loan and overall work experience.

Full Job Description

Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist

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.

We’re seeking a future team member for the role of Senior Associate, Client Processing - Loan Agency / Syndicated Loans Specialist to join our Loans Enablement Operations team. This role is located in Houston, TX.

In this role, you’ll make an impact in the following ways:

  • Manages an agency portfolio of syndicated and/or bilateral loans.
  • Responsible for administering and servicing loan activities, such as handling advances, payments, rate pricing, and fees.
  • Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.
  • Manage complex external client issues 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.
  • Ability to read and interpret commercial loan agreements and legal documents, as necessary.
  • 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 and operational support to junior level client processing roles.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience.
  • 5-7 years of total work experience 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 is required.
  • Experience with Loan IQ is strongly preferred.
  • Ability to lead, provide guidance and work under limited supervision

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.