Investor Portfolio Reporting Specialist

M&T Bank Corporation; Getzville (NY); On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Medical benefits

Pension plan

Volunteer time off

Job summary

The M&T Bank Corporation team in Getzville, NY is seeking a dedicated professional to manage default status reporting to investors, agencies and insurers. You will generate timely reports, respond to inquiries, and ensure accuracy of loan reporting while collaborating with internal and external stakeholders.

Applicants should have a minimum of 3 years of higher education or related work experience, with at least 1 year in reporting.

Qualifications

• A combined minimum of 3 years’ higher education and/or work experience with a minimum of 1 year relevant work experience.
• Proficiency with word processing and spreadsheet software.
• Reporting experience.
• Strong analytical and problem solving skills.

Responsibilities

• Timely generate and provide default status reporting to investors, agencies, insurers and affiliated parties.
• Respond timely to investor inquiries.
• Analyze and correct exceptions to minimize errors and ensure loans are reported accurately.
• Maintain relationships and strong communication with investors, insurers and other areas of Customer Asset Management to aid in improving reporting.
• Attend webinars and review investor bulletins and servicing system updates for changes that affect reporting.
• Update procedures as needed.
• Liaise with the automation team to create and update department reports as needed.
• Participate in team projects as requested by management.
• Adhere to applicable compliance/operational risk controls in accordance with Company 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.
• Promote an environment that supports belonging and reflect the M&T Bank brand.
• Complete other related duties as assigned.

Skills

Analytical skills

Reporting experience

Word processing & spreadsheets

Education

Bachelor's degree

Job description

The M&T Bank Corporation team in Getzville, NY is seeking a dedicated professional to manage default status reporting to investors, agencies and insurers. You will generate timely reports, respond to inquiries, and ensure accuracy of loan reporting while collaborating with internal and external stakeholders.

Applicants should have a minimum of 3 years of higher education or related work experience, with at least 1 year in reporting.