Mortgage Records & File Room Specialist III

M&T Bank Corporation; Buffalo (NY); On-site; USD 26,000 - 43,000; Full time

Job summary

M&T Bank Corporation in Buffalo, NY is seeking an Banking Services Operations Associate III to support Records & Retention. The role focuses on intake of HELOC files and organizing incoming documents for efficient processing.

The position emphasizes attention to detail and confidentiality while assisting with loan acquisitions, file creation in TabFusion, and cross-functional support to maintain operational flow.

Qualifications

• Associates’ degree or a minimum of 2 years’ work experience.

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.

Skills

Attention to detail

Organizational skills

Cross-functional collaboration

Education

Associates’ degree or 2+ years experience

Tools

TabFusion

Job description

M&T Bank Corporation in Buffalo, NY is seeking an Banking Services Operations Associate III to support Records & Retention. The role focuses on intake of HELOC files and organizing incoming documents for efficient processing.

The position emphasizes attention to detail and confidentiality while assisting with loan acquisitions, file creation in TabFusion, and cross-functional support to maintain operational flow.