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Team Lead/Senior Specialist, Syndicated Loan Coordinator

Company: Bank of New York Mellon
Location: Dallas
Posted on: September 19, 2023

Job Description:


Team Lead/Senior Specialist, Syndicated Loan Coordinator

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We're seeking a future team member for the role of TEAM LEAD/SENIOR SPECIALIST, SYNDICATED LOAN COORDINATOR to join our CLIENT SERVICE team. This role is located in HOUSTON/DALLAS, TX, and will work a HYBRID schedule (3 days per week in-office required.)

In this role, you'll make an impact in the following ways:

  • Provide complex analytics and reporting services, working to improve and automate Client Processing systems.
  • Manage complex external client issues (on-going client servicing for various programs, post-sales support, resolving operational issues, and product implementations)
  • May allocate/coordinate work within a team/project, and employ subject matter and industry expertise within defined area (s)
  • Assist in communicating needs and issues with internal and external clients
  • Participate in innovative product development, enhancements, and system testing to ensure that products continue to accurately and efficiently process high value transactions
  • Solve complex problems based on an understanding and knowledge of the intricacies of the system
  • Use in-depth area knowledge to apply ingenuity and creativity to common repeat problems and determines more permanent resolutions
  • Provide technical assistance and operational support to junior level client processing roles
  • May supervise and/or oversee the daily activities for an assigned team and mentor new/less experienced 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
      • Advanced/graduate degree preferred
      • 7-10 years of total position related work experience is preferred
      • 3-5 years of directly related experience with Syndicated loans and/or comparable commercial lending experience required
      • Experience with Loan IQ strongly preferred
      • Prior experience with syndicated bank loans desired
      • Proficient with Excel Vlookups and Pivot Tables a plus
      • Basic knowledge of tax withholdings and IRS refunds highly preferred
      • In-depth knowledge of internal/external audit process experience
      • Prior experience acting as a subject matter expert, and coordinating the work of others
      • Experience leading a workflow ticketing system within a time-sensitive environment
      • Ability to lead, provide guidance and work under limited supervision
        At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
        • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
        • Bloomberg's Gender Equality Index (GEI)
        • Human Rights Campaign Foundation, 100% score Corporate Equality Index
        • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
        • 100 Best Workplaces for Innovators, Fast Company
        • CDP's Climate Change 'A List'
          Our Benefits:

          BNY Mellon 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 that can support you and your family through moments that matter.

          BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

          Employer Description:

          For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

          EEO Statement:

          BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Keywords: Bank of New York Mellon, Dallas , Team Lead/Senior Specialist, Syndicated Loan Coordinator, Accounting, Auditing , Dallas, Texas

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