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Banking Services Operations Associate III - Records & Retention

M&T BankM&T Bank·Banking

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1 day

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About the role

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 belonging 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 $18.68 - $31.14 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
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Aplyr's read

M&T Bank is a regional financial institution with a strong community focus, attracting professionals in commercial banking and financial services.

Synthesized from recent postings & public sources

What's promising

  • M&T Bank has a strong regional presence in the Northeastern U.S.
  • The bank offers diverse career opportunities in commercial and retail banking.
  • M&T Bank is known for its community-oriented approach and local involvement.

What to watch

  • M&T Bank faces competition from larger national banks.
  • Limited public information about its technological innovation initiatives.
  • The bank's regional focus may limit geographic career mobility.

Why M&T Bank

  • M&T Bank emphasizes a community-focused banking model.
  • The company offers specialized roles in commercial credit and equipment financing.
  • M&T Bank provides hybrid work opportunities for certain roles, enhancing work-life balance.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About M&T Bank

M&T Bank is a regional bank holding company that provides a wide range of financial services, including commercial and retail banking, investment services, and mortgage banking.

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