Banking Services Operations Associate III - Records & Retention

Posted:
12/9/2024, 4:14:26 AM

Location(s):
New York, United States ⋅ Buffalo, New York, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Operations & Logistics

Workplace Type:
On-site

Overview:

Fulfills and assists with management of requests for filing and retrieving loan folders and documents for Commercial, Consumer and Residential Mortgage loans.          

Primary Responsibilities:

  • Process imaged document retrieval requests for business partners and external customers utilizing Bank and vendor owned repository systems.
  • Scan and image documents.
  • Package and send loan folders and/or documents via external postal delivery.
  • Box, ship, retrieve and track folders and/or documents to and from storage warehouse.
  • Contact prior servicers or sellers for loan documentation, on an as needed basis.
  • Provide operational and project support to department Group Leaders.
  • Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
  • Assist with procedure writing.
  • Transport requested loan folders and/or documents to and from onsite business partners.
  • Track and query incoming and outgoing loan folders and/or documents via electronic and/or manual means.
  • Complete complex file room duties as assigned.
  • Assist with coordination for loan acquisitions and transfers.
  • Adhere to the Company’s standards for confidentiality.
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:

Education and Experience Required :

Associates’ degree or a minimum of 2 years’ work experience

Education and Experience Preferred:

Minimum of 2 years’ relevant work experience

Physical Requirements:

Ability to lift up to 25 pounds

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America