Vice President, Client Processing

We’re seeking a future team member for the role of Vice President, Client Processing - Loans Enablement 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:

• The Vice President, Client Processing plays a crucial role within the Transaction Processing function at BNY, ensuring the seamless execution of client transactions while upholding the organization's commitment to operational excellence.

• This role is pivotal in supporting BNY's strategic pillars of client-centricity and operational efficiency by managing complex client processing tasks with precision and expertise.

• The incumbent will exemplify BNY's principles by fostering a culture of accountability, collaboration, and innovation, thereby enhancing client trust and satisfaction.

• Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness.

• Collaborate with cross-functional teams to optimize transaction workflows, improving efficiency and reducing operational risks.

• Serve as a subject matter expert in client processing, providing guidance and training to junior team members to promote knowledge sharing and skill development.

• Monitor and analyze transaction processing metrics to identify trends and implement improvements, enhancing the overall client experience.

• Engage with clients to resolve complex transaction-related issues, demonstrating effective problem-solving skills and maintaining strong client relationships.

• Drive process innovation initiatives by leveraging industry best practices, ensuring BNY remains at the forefront of transaction processing excellence.

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.

• Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred

• Strong analytical and problem-solving abilities to manage complex transaction processes.

• Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams.

• Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements.

• Experience in brokerage processing preferred.

• Applicable local/regional licenses or certifications as required by the business.

• Prior loan operations experience in a financial service setting preferred

• Detail oriented

• Ability to self-manage, prioritize, and execute workload

• Familiarity with technical applications to include, but not limited to, Microsoft Office applications

POSITION SUMMARY: The Vice President, Client Processing plays a crucial role within the Transaction Processing function at BNY, ensuring the seamless execution of client transactions while upholding the organization's commitment to operational excellence. This role is pivotal in supporting BNY's strategic pillars of client-centricity and operational efficiency by managing complex client processing tasks with precision and expertise. The incumbent will exemplify BNY's principles by fostering a culture of accountability, collaboration, and innovation, thereby enhancing client trust and satisfaction. PRIMARY RESPONSIBILITIES: - Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness. - Collaborate with cross-functional teams to optimize transaction workflows, improving efficiency and reducing operational risks. - Serve as a subject matter expert in client processing, providing guidance and training to junior team members to promote knowledge sharing and skill development. - Monitor and analyze transaction processing metrics to identify trends and implement improvements, enhancing the overall client experience. - Engage with clients to resolve complex transaction-related issues, demonstrating effective problem-solving skills and maintaining strong client relationships. - Drive process innovation initiatives by leveraging industry best practices, ensuring BNY remains at the forefront of transaction processing excellence. EDUCATION/QUALIFICATIONS: - Bachelor's degree in Finance, Business, or a related field. - Advanced degree or relevant certifications (e.g., CFA, CPA) preferred. EXPERIENCE: - Typically 7-12 years of experience. SKILLS: - Strong analytical and problem-solving abilities to manage complex transaction processes. - Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams. - Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements.