About this role
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. 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.