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

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

Job summary

M&T Bank Corporation in Buffalo, NY is seeking a document control clerk to process imaged document retrieval requests and manage loan folders. The role involves scanning, packaging, mailing, and tracking loan documents for Commercial, Consumer and Mortgage loans.

The position requires a high school diploma or GED and at least 1 year of work experience, with preferred additional experience. Physical lifting up to 25 pounds and compliance with risk controls are included.

Qualifications

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

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.

Education

High school diploma or equivalent (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.

Scope of 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

Pay

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

Company Culture

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve.

M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust.

M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers.

We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do.

We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.