Associate, Client Service II (LoanIQ, Loan Agency)
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #Life At BNY is all about. We’re seeking a future team member for the role of Associate, Client Service II to join our Corporate Trust team. This role is located in Wroclaw, Poland -hybrid module. The Associate, Client Service II has primary responsibility for the management of a portfolio of loans in which BNY Mellon act as facility agent and/or security trustee . The Associate will quickly address and resolve problems, possess strong decision-making and organizational skills. Overview of Team: We currently have over 300 people employed in Corporate Trust Global Client Services based in Wexford, Dublin and Poland. The team continues to grow as we take on new business. We work very closely with our colleagues in other locations like India, UK and the US and other locations to streamline and align processes. We work closely with the Corporate Trust Global Client Service team who have overall responsibility for the operational relationship with the client. Key Roles & Responsibilities
Day to day oversight of the assigned portfolios to ensure high Client Experience Levels
Preparing and distributing notices to Client and each syndicate lender as required by the Credit Facility, including Reminders, Rollovers & Rate sets
Calculating interest rates for each accrual period and distributing rate set notices
Track and pay multiple lenders in a single interest period removing Lender of Record claims
Billing and collecting principal, interest, and fee payments from Client. Distributing all funds collected to the syndicate lenders
Collecting of financial statements and compliance requirements from Client as required by the Credit Facility, forwarding such information to each syndicate lender in accordance with the Credit Facility
What we are looking for:
At least 3 years of experience in Corporate Trust or related in financial markets/securities industry (with specific experience in the role of facility/security agent)
Strong Client Management Experience and Ability to review deal governing documents
Experience in Loans (syndicated, bi-lateral, real estate) and strong Financial Services Technical Skills (Loan IQ, agency and loan closing experience is highly desirable)
Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
To proactively monitor and manage the activities performed within our business partners outside of Ireland
Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
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 Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.