Senior Associate, Syndicated Loan - KYC Tax Servicing Administrator

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 Senior Associate, Syndicated Loan - KYC / Tax Servicing Administrator to join our Client Service team. This role is located in Houston, 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:

• 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 resolves 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.
• 7-10 years of total work experience is preferred.
• Basic knowledge of tax withholdings and IRS refunds preferred.
• Experience with Loan IQ and ClearPar strongly preferred.
• Ability to manage multiple tasks and work effectively across groups within the organization.
• 3-5 years of directly related experience with Syndicated loans and/or comparable commercial lending experience.
• In-depth knowledge of internal/external audit process experience
• 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.

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 & 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.