Senior Specialist, Syndicated Loans ​/ Agency Specialist

Job Description Senior Specialist, Syndicated Loans / Agency Specialist In this role, you'll make an impact in the following ways

• Manages the day-to-day servicing needs for a portfolio of syndicated loans.
• Responsible for accurately reviewing, researching, and analyzing documentation and data to ensure timely completion of new lender onboarding, and to ensure accurate set-up in the system of record.
• Confirm pertinent information for lender validations to ensure timely processing of loan trades.
• Obtain formation, corporate documents and tax forms from lenders and review for accuracy.
• Research and resolve loan related issues, handles complex client inquiries and requests, identifies, investigates and resolves escalated and/or complex problem loans.
• Collaborate with corporate tax, closing, servicing, and trades teams, as necessary.
• Manage complex external client issues (on-going client servicing 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.
• Act as a liaison between lenders and the corporate tax team.
• Facilitate tax with holdings/payments for funds owed to lenders as appropriate.
• 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, training, and operational support to junior level employees.

• Bachelor's degree or the equivalent combination of education and experience is required.
• Typically, 5-7 years of total work experience is preferred.
• Basic knowledge of tax with holdings and IRS refunds preferred.

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.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.