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In this role, you'll make an impact in the following ways:
- Execute and oversee daily operational activities across the bank loan trade lifecycle, including trade support, settlement, funding, and lifecycle event processing
- Review transaction details for completeness and accuracy, ensuring proper capture and timely resolution of discrepancies
- Investigate and resolve exceptions related to trade settlements, cash movements, position breaks, and reconciliation items
- Coordinate with internal business partners, investment managers, custodians, trustees, counterparties, and agent banks to resolve operational issues and support seamless transaction processing
- Support the processing of loan lifecycle events, including new issue closings, amendments, paydowns, restructurings, and rate resets, as applicable
- Perform control checks and ensure compliance with established procedures, audit requirements, and risk management standards
- Monitor aged items, high-risk breaks, and pending transactions, escalating issues in a timely and appropriate manner
- Prepare and maintain operational records, reporting, and supporting documentation for internal oversight, audit, and client servicing needs
- Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, strengthen controls, and improve service delivery
- Provide guidance and day-to-day support to less experienced team members, as needed
Build and maintain effective working relationships across operations, technology, client service, and business teams
To be successful in this role, we're seeking the following:
- Bachelor's degree in finance, business, economics, or a related discipline, or equivalent work experience
- Relevant experience in financial services operations, middle office, bank loan operations, or a related asset servicing function
- Working knowledge of bank loan products, syndicated loans, and associated operational workflows preferred
- Demonstrated ability to analyze issues, identify root causes, and implement effective resolutions
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively
- Effective written and verbal communication skills
- Proficiency in Microsoft Office applications, particularly Excel
- Ability to work independently and collaboratively in a team-oriented environment
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BNY Mellon
Oct 09, 2026