Vice President, Client Processing

BNY; Houston (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

BNY Mellon seeks a Vice President, Syndicated Loans / Agency Specialist to lead client processing within Loans Enablement Operations in Houston, TX. You will oversee day-to-day servicing for syndicated loans and ensure error-free onboarding and lender set-ups.

Role requires deep loan domain knowledge, experience with Loan IQ and ClearPar, and the ability to drive cross-functional collaboration with tax, closing, and trades teams while mentoring junior staff.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• Typically, 7-12 years of total work experience is preferred.
• Basic knowledge of tax withholdings and IRS refunds preferred.
• Experience with Loan IQ and ClearPar strongly preferred.
• Ability to manage multiple tasks and work effectively across groups within the organization.
• Directly related experience with Syndicated loans and/or comparable commercial lending experience.
• In-depth knowledge of internal/external audit process experience.
• Ability to lead, provide guidance and work under limited supervision.

Responsibilities

• Manages the day-to-day servicing needs for a portfolio of syndicated loans.
• Review, research, and analyze documentation and data to ensure timely lender onboarding and set-up.
• Confirm lender validations for timely processing of loan trades.
• Obtain formation, corporate documents and tax forms from lenders and review for accuracy.
• Research and resolve loan related issues and complex client inquiries.
• Collaborate with tax, closing, servicing, and trades teams as necessary.
• Lead and train junior staff and provide operational support.

Skills

Syndicated loans

Audit experience

Cross-functional collaboration

Mentoring

Education

Bachelor's degree

Tools

Loan IQ

ClearPar

Job description

Job Description

Vice President, Syndicated Loans / Agency Specialist

We’re seeking a future team member for the role of Vice President, Client Processing to join our Loans Enablement Operations team. This is a senior operations role focused on making sure client transactions are processed accurately, on time, and with minimal risk.

This role is located in Houston, TX.

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 withholdings/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.

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

• Bachelor's degree or the equivalent combination of education and experience is required.
• Typically, 7-12 years of total work experience is preferred.
• Basic knowledge of tax withholdings and IRS refunds preferred.
• Experience with Loan IQ and ClearPar strongly preferred.
• Ability to manage multiple tasks and work effectively across groups within the organization.
• Directly related experience with Syndicated loans and/or comparable commercial lending experience.
• In‑depth knowledge of internal/external audit process experience
• Ability to lead, provide guidance and work under limited supervision

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

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.