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.

About the Team

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Info

• Job Identification 78241
• Job Category Transaction Processing
• Locations 601 Travis Street, Houston, TX, 77002, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 59000
• Base Salary Max 110000