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This position provides direct support to Relationship Managers in Private Banking and in the Community Development Corporation (CDC) through the analysis, management, and processing of all commercial loan-related requests. These requests include preparing loan documentation, booking new loans, processing loan advances and payments, initiating loan rate and term renewals, generating billings, and resolving client problems and inquiries. The incumbent must understand and interpret loan documentation and ensure that all loan-related requests are in compliance with documentation, legal standards, credit policy, and bank procedures. He/she posts entries to clients demand deposit accounts, initiates requests for outgoing wires and official checks, inputs General Ledger entries, and applies incoming wires as payment on clients established loans and lines of credit. The incumbent is responsible for training newly hired loan specialists, ensure all operating procedures are reviewed and updated in accordance with business unit and corporate policy, and function as a key participant on projects impacting the servicing of client products on the commercial loan application systems. High school diploma/Bachelor s degree preferred. Five years of loan banking operations experience desired. Demonstrated customer service, verbal, and written communication skills. Ability to react to and capably assess a situation under pressure. Proficiency in Word & Excel required. Ability to develop and sustain effective relationships with internal/external clients at all organizational levels.
Qualifications High school diploma/Bachelor s degree preferred. Five years of loan banking operations experience desired. Demonstrated customer service, verbal, and written communication skills. Ability to react to and capably assess a situation under pressure. Proficiency in Word & Excel required. Ability to develop and sustain effective relationships with internal/external clients at all organizational levels. 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.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.