BNY Mellon Careers

Loan Documentation Specialist I

Pittsburgh, Pennsylvania
Wealth Management

Job Description

The incumbent is responsible for the preparation, review, and audit of loan documentation requests primarily from the Private Banking Secured Lending Division, and also from the Structured Division to understand the elements needed for the transaction and to ensure compliance with Risk approval and policies, internal legal guidelines, and all government regulations and guidelines. Transactions supported by this function can range from $250,000 to $50 million. In addition to the Lending Division staff, s/he interfaces with the business development officers in 6 regions throughout the U.S., Loan Administration, Treasury Shared Service areas, other areas such as Letters of Credit, and may involve participation in projects, and training of non-staff members.


A BA/BS degree, and/or high school diploma and a minimum of 2 years of experience in the financial or legal industry are preferred. Also required are strong written and verbal communication skills, and the ability to assess, articulate, and translate credit requests as they related to the documentation and administration of a loan portfolio. Proficient PC skills and the ability to learn and use various internal systems are critical.

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:

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.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 31465
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1801000