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Senior Specialist, Credit Advisory
at BNY Mellon in New York
Responsibilities:
• Responsible for originating, negotiating, underwriting, closing, and monitoring of large, moderately complex private banking loans with moderate risk.
• Must be knowledgeable of and responsible for adherence to all BNY Mellon risk, control and compliance policies and procedures.
• Responsible for all Private Banking Lending loan components including origination, structuring, underwriting, negotiating, and closing for larger loans of moderate complexity.
• Monitors and manages existing loan portfolios, including loan reviews and client meetings.
• Assigns risk ratings.
• Manages existing accounts and client relationships for revenue accounts of moderate risk and complexity.
• Develops opportunities based on research and prospecting for new clients. Provides credit advise and solutions to bankers, wealth managers and clients.
• Works with General Counsel on loan documentation.
• Solves unusual problems that are of moderate risk in nature.
• Resolves problems escalated by more junior staff. Cross-sells bank products and services.
• Generates new business opportunities for the bank such as new loans and related fees.
• Effectively communicate lending strategy and risk appetite.
• No direct reports. Provides guidance to more junior staff. Contributes to the achievement of area objectives.
• MODIFIED BASED UPON LOCAL REGULATIONS
Requirements:
• Bachelor’s degree in finance or the equivalent combination of education and experience is required.
• MBA is preferred.
• 7-10 years of total work experience preferred; experience in private bank lending or commercial banking preferred.
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.
Reference : Senior Specialist, Credit Advisory jobs
Reference : Senior Specialist, Credit Advisory jobs
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Published at 10-07-2022
Viewed: 141 times
Viewed: 141 times