Banking Services Operations Associate III - Records & Retention

M&T Bank; Buffalo (NY); On-site; USD 53,525,000 - 89,229,000; Full time

Job summary

M&T Bank in Buffalo, NY seeks an associate for the Mortgage Document Processing File room team, handling HELOC and residential mortgage documents. You will manage intake, labeling, tracking in TabFusion, and prep documents for inter-filing.

This role emphasizes confidentiality, high attention to detail, and cross-functional support to assist with loan acquisitions and transfers.

Qualifications

• Associates' degree or 2 years' work experience required.
• High attention to detail essential.
• Physical ability to lift up to 25 pounds.

Responsibilities

• Responsible for the intake of HELOC files into the file room; this includes labelling and getting them tracked into TabFusion.
• Responsible for prepping HELOC and residential mortgage documents for inter-filing into file folders.
• Responsible for file creation in TabFusion for loans that require it.
• Act as a cross functional support resource, training and assisting in other operational processes as volume demands
• Complete complex file room duties as assigned.
• Assist with coordination for loan acquisitions and transfers.
• Adhere to the Company's standards for confidentiality.
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
• Complete other related duties as assigned.

Skills

Attention to detail

Confidentiality

Education

Associates' degree or 2 years' work experience

Job description

Overview

This position is on the Mortgage Document Processing File room team whose primary function is managing the documents and files for HELOC and residential mortgages. The team handles various processes including File intake for new loans, drop-filing, file requests/deliveries, and warehousing. This is an operational support function that will require a high level of attention to detail. The associate will be responsible for managing the initial intake of newly booked HELOC files and the organization of any incoming loose documents.

Primary Responsibilities

• Responsible for the intake of HELOC files into the file room; this includes labelling and getting them tracked into TabFusion.
• Responsible for prepping HELOC and residential mortgage documents for inter-filing into file folders.
• Responsible for file creation in TabFusion for loans that require it.
• Act as a cross functional support resource, training and assisting in other operational processes as volume demands
• Complete complex file room duties as assigned.
• Assist with coordination for loan acquisitions and transfers.
• Adhere to the Company's standards for confidentiality.
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
• Complete other related duties as assigned.

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