Senior Vice President, Client Processing

BNY
Pittsburgh, PA
On-siteCareer-pivot friendly

Who this role is best for

Aimed at mid-to-senior level professionals in financial services with management experience who can lead and improve client processing operations.

Best fit for

  • Candidates with 7-10 years of experience in financial services and management of client processing teams
    — “7-10 years of total work experience is preferred with at least 1-3 years in management”
  • Individuals with hands-on experience in syndicated loan operations and loan servicing
    — “Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred”
  • Professionals who can drive process improvements and leverage technology in operations
    — “Identifies and implements process improvements to improve the experience for all stakeholders”

Things to consider

  • Location is fixed in Houston, TX, which may require relocation for candidates not based there
    — “This role is located in Houston, TX”
  • The role demands a high level of detail orientation and quality assurance in processing
    — “Ensures the volume of work produced meets product/service standards and exceeds quality standards”

How to stand out

  • Emphasize leadership in fostering collaboration and accountability within a team
    — “fostering a culture of accountability, collaboration, and innovation”
  • Demonstrate technical proficiency with systems like ClearPar and LSTA in your resume and interviews
    — “familiarity with loans servicing, ClearPar, and LSTA preferred”
  • Showcase your ability to handle complex transaction processes and problem resolution
    — “Strong analytical and problem-solving abilities to manage complex transaction processes”
  • Demonstrate your experience in brokerage processing and financial services operations
    — “Experience in brokerage processing preferred”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • manages complex client processing tasks
  • implements process improvements
  • recruits and develops staff
Typical background
7-10 years of work experience1-3 years in management

Skills & requirements

Required

Team ManagementClient ProcessingSyndicated Loan ExperienceClearparLSTAProcess Improvement

Preferred

Brokerage Processing

Stack & domain

ClearparLSTAMicrosoft OfficeLeadershipCommunicationCollaborationFinance

About the role

Original posting from BNY

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

Manages a medium to large-sized team or multiple small Client Processing teams.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.Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.Manages Client Processing activities through other managers or a large team of senior professionals.Serves as a top level of support for external clients who were not able to have problems resolved at a lower level.Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented.Identifies and implements process improvements to improve the experience for all stakeholdersRecruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.Provides input into departmental budgets and planning.May develop business plans for team/group operations.Manages one or more Client Processing teams.Contributes to the achievement of team objectives.To be successful in this role, we’re seeking the following:

Bachelors degree or the equivalent combination of education and experience is required.Advanced/graduate degree preferred.7-10 years of total work experience is preferred with at least 1-3 years in management.Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferredStrong 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 preferredDetail orientedAbility to self-manage, prioritize, and execute workloadFamiliarity with technical applications to include, but not limited to, Microsoft Office applications

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.

Source: BNY careers

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