Banking Services Operations Associate II - Records & Retention (Onsite - Temporary Assignment/Fixed Term)

M&T Bank; Buffalo (NY); On-site; USD 25,000 - 39,000; Full time

Job summary

M&T Bank in Buffalo, NY is seeking a document coordination specialist to support loan file management for Commercial, Consumer and Mortgage portfolios. You will process image retrieval requests, scan documents, and arrange shipment of loan folders to support timely disbursement and audit readiness.

Responsibilities include tracking folders, coordinating with servicers, and ensuring confidentiality and regulatory compliance in daily tasks at the Buffalo site.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of work experience.
• Minimum 2 years’ relevant work experience preferred.

Responsibilities

• Process imaged document retrieval requests for business partners and external customers using bank and vendor systems.
• Scan and image documents.
• Package and send loan folders and/or documents via external postal delivery.
• Box, ship, retrieve and track folders/documents to/from storage warehouse.
• Contact prior servicers or sellers for loan documentation as needed.
• Receive and process incoming/outgoing loan folders/documents timely and accurately.
• Transport requested loan folders/documents to/from onsite business partners.
• Track and query incoming/outgoing folders/documents via electronic or manual methods.
• Provide loan folder/document support for loan acquisitions and transfers.

Skills

Attention to detail

Organizational skills

Education

High School Diploma or GED

Job description

Overview

Fulfills and assists with coordination 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.
• Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
• 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 moderately complex file room duties as assigned.
• Provide loan folder and documentation support 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.

Education and Experience Required

High school diploma or equivalent (GED) and a minimum of 1 year’s work experience

Education and Experience Preferred

Minimum Of 2 Years’ Relevant Work Experience

Physical Requirements

Ability to lift up to 25 pounds

Compensation

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.31 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