Vice President, Client Processing Manager - Syndicated Loans​/Agency Manager

Position: Vice President, Client Processing Manager - Syndicated Loans / Agency Manager
Vice President, Client Processing Manager - Syndicated Loans / Agency Manager

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.

RRecognized 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 Vice President, Client Processing Manager - Syndicated Loans / Agency Manager 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:

• Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees.
• Research and resolve loan issues, manage complex client inquiries and requests, and investigate and resolve escalations through root cause analysis.
• Oversee external client issues for various loan structures, resolving operational issues, technology, and product implementations
• Communicate needs and issues to internal and external/clients.
• Employ expert and in-depth knowledge for end-to-end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing
• Ability to read and interpret complex commercial credit agreements, and legal documents.
• May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines.
• Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards.
  • Deliver complex analytics and reporting services, working to improve and automate client processing systems.
  • Provide leadership to team members and support major clients with significant BNY partnerships by managing complex escalations and ensuring the effective execution of operational and technical solutions.
• Participate in innovative product development, enhancements, and system testing to ensure accuracy and efficiency.
• Provide training, technical assistance and operational support to junior level staff as needed.
• May supervise and/or oversee the daily activities for an assigned team and mentor new/less experienced employees.

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

• 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 in transaction processing or related field within financial services.
  • 7-10 years of total work experience is preferred.
• Ability to manage multiple tasks and work effectively across groups within the organization.
• 5-7 years of directly related experience with syndicated loans and/or comparable commercial lending experience is required, to include knowledge of closing, trading, and loan servicing functions to support complex syndicated loans structures.
• Experience with loan-based software Loan IQ and Clear Par strongly preferred.
• Prior experience acting as a subject matter expert and coordinating the work of others.
• Ability to lead, provide guidance and work under limited supervision.

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

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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.