Overview:

This position is responsible for providing to Commercial Equipment Finance origination request, customer services, reporting, post-closing to sales representative across the footprint and its internal partners

Primary Responsibilities:

Coordinate with the Equipment Finance Representatives (EFRs) and supported Bank regions with maintenance responsibilities associated with portfolio administration including but not limited to the following: nCino input, administration, post-closing and other system set up requirements.

• Performance Analytics and Reporting.
• Interact with Bank regions to ensure equipment specific lease/loan products are input properly in various systems throughout the transaction lifecycle.
• Assist EFRs and supported regions with CEF product specific modifications and post-closing requests.
• Perform special projects or assignments as requested by management.
• Monitor Collateral Exceptions Transaction
• Work in a team environment as well as independently.
•   Adhere to applicable compliance/operational risk controls in accordance with Bank or regulatory standards and policies.
• 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.
• Serve as subject matter expert on activities and provide guidance and training to less experienced personnel.
• Complete other related duties as assigned.

Scope of Responsibilities:

The position operates semi-independently with oversight from management.

Education and Experience Required:

Bachelor’s degree and a minimum of 2 years’ relevant operational, business analytics, finance and/or accounting experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ operational, business analytics, finance, and/or accounting experience

Strong verbal and written communication skills

Strong organizational skills

Strong time management skills

Strong lateral thinking skills

Strong problem-solving skills

Education and Experience Preferred:

Bachelor’s degree in applicable field, plus a minimum of 2 years’ Commercial Banking and

Customer Service experience, or in lieu of a degree, a combined 6 years’ higher education

and/or work experience, with a minimum of 2 years’ Commercial Banking and Customer

Service experience.