Vice President, Client Processing Manager

BNY Mellon; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Highly competitive compensation

Flexible global resources

Generous paid leaves, including volunteer time

Job summary

A leading global financial services company in Houston is seeking a Vice President, Client Processing - Loan Agency Lead. This role involves managing a portfolio of syndicated loans, serving as the primary contact for clients, and providing in-depth resolution for complex loan issues. The ideal candidate should have at least 7-12 years of relevant experience, expertise in managing syndications, and strong interpersonal skills to lead and support junior team members effectively. Competitive compensation and benefits are provided.

Qualifications

• 7-12 years of relevant experience, including 5-7 years with syndicated loans.
• Ability to lead and guide others under limited supervision.
• Experience with complex commercial credit agreements.

Responsibilities

• Manage an agency portfolio of syndicated loans.
• Serve as the primary point of contact for clients.
• Handle complex client inquiries and problem loans.

Skills

Managing multiple tasks

Expertise in syndicated loans

Analytical problem solving

Technical assistance to staff

Education

Bachelor's degree in Finance, Business, or related field

Advanced degree or relevant certifications (e.g., CFA, CPA)

Tools

Loan IQ

ClearPar

Job description

Vice President, Client Processing - Loan Agency Lead (Syndicated Loans)

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 Vice President, Client Processing - Loan Agency Lead (Syndicated Loans) 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.

• May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines.
• Serves as the primary point of contact for internal/external clients and assists in communicating needs and issues.
• Employ expert and in‑depth knowledge for end‑to‑end syndicated loan processes, including loan closing, loan servicing/portfolio management, and trade processing.
• Handle complex client inquiries, investigate and resolve escalations and problem loans.
• Use in‑depth area knowledge to resolve complex issues, and determine more permanent resolutions, through root cause analysis.
• Provide technical assistance and operational support to junior level staff on matters related to complex loan structures as needed.
• Ability to read and interpret complex commercial credit agreements and legal documents.
• Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards.

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

• Bachelor's degree in Finance, Business, or a related field. Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
• Typically 7-12 years of experience.
  • 7-10 years of total work experience is preferred.
• Ability to manage multiple tasks and work effectively across groups with 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 ClearPar 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:

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.