Senior Specialist, Syndicated Loans / Agency Specialist

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 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, 5-7 years of total work experience is preferred.
• Basic knowledge of tax withholdings and IRS refunds preferred.

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.