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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in transaction processing and client relationship management, with a strong focus on process improvement and operational efficiency in financial services. Proficient in leveraging technology and analytical skills to optimize workflows and resolve complex issues.
Highest-signal resume keywords
Syndicated Loan ExperienceTransaction Processing SystemsAnalytical SkillsClient Relationship ManagementLoan Servicing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingProcess ImprovementLoan OperationsAnalytical SkillsProblem-SolvingDetail OrientationWorkflow OptimizationFinancial AnalysisClient ProcessingOperational Risk Management
Soft Skills
Communication SkillsInterpersonal SkillsSelf-ManagementPrioritizationTeam Leadership
Tools & Technologies
ClearParMicrosoft Office ApplicationsTransaction Processing Systems
Certifications & Qualifications
CFACPAApplicable Local/Regional Licenses
Industry Keywords
Financial ServicesBrokerage ProcessingLSTAClient-CentricityOperational Efficiency
About the role
Key responsibilities & impact- Lead the execution of client transactions, ensuring accuracy and timeliness
- Collaborate with cross-functional teams to optimize transaction workflows and reduce operational risks
- Serve as a subject matter expert in client processing
- Provide guidance and training to junior team members
- Monitor and analyze transaction processing metrics
- Identify trends and implement process improvements
- Engage with clients to resolve complex transaction-related issues
- Maintain strong client relationships
- Drive process innovation initiatives using industry best practices
- Support BNY's client-centricity and operational efficiency goals
Requirements
What you’ll need- Bachelor's degree in Finance, Business, or a related field
- Typically 7-12 years of experience
- Prior hands-on syndicated loan experience preferred
- Familiarity with loan servicing, ClearPar, and LSTA preferred
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Proficiency in transaction processing systems
- 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 services setting preferred
- Detail oriented
- Ability to self-manage, prioritize, and execute workload
- Familiarity with Microsoft Office applications
- Advanced degree or relevant certifications such as CFA or CPA preferred
Benefits
Comp & perks- Highly competitive compensation
- Annual discretionary incentive award eligibility
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance for the employee and eligible dependents
- Paid time off, including vacation and sick time
- Generous paid leaves
- Paid volunteer time
- Wellbeing programs
- Flexible global resources and tools