Operations Associate (Document Custody Release Team)

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

Job summary

M&T Bank is seeking an Operations Associate to join the Document Custody team in Buffalo. This entry‑level, office‑based role focuses on reviewing and releasing mortgage and select non‑mortgage documents for institutional clients, with thorough training provided.

You will verify documentation, manage data in internal systems, and coordinate with vault and mail teams. The position offers hands‑on training, clear expectations, and opportunities for advancement within a structured financial

Qualifications

• Associate’s degree, or two years of prior work experience.
• Comfort working in an office or operational environment
• Basic computer proficiency, including daily use of email and internal systems
• Basic Excel skills and experience working with spreadsheets
• Clear written and verbal communication skills
• Strong organizational and time‑management abilities
• Ability to work under deadlines while maintaining accuracy
• Motivated, ambitious mindset with interest in career growth

Responsibilities

• Review and verify physical and electronic mortgage and non‑mortgage documents received from institutional clients
• Confirm that correct documentation and authorized signatures are present, following established custodial agreements and review guidelines
• Match document information to data housed in an internal document tracking system and update records as files move through the process
• Process document release requests by: Verifying the request details, coordinating with the internal vault team to retrieve files, confirming retrieved documents are accurate and complete, and routing approved documents to the mail team for secure shipment
• Document and update any exceptions or discrepancies identified during review
• Work from a daily queue, with an expected volume of approximately 5-10 requests per day
• Adhere to company risk, regulatory, and internal control standards, escalating issues when appropriate
• Support a collaborative team environment that reflects the company’s values and commitment to belonging

Skills

Attention to detail

Customer service experience

Strong organizational and time‑manager

Clear written and verbal communication

Education

Associate’s degree or 2 years work experience

Tools

Excel

Job description

Overview:

We are seeking a detail‑oriented, motivated Operations Associate to join our Document Custody team supporting institutional clients. In this role, you’ll help manage, verify, and release mortgage and select non‑mortgage documents that are stored in our secure facility and requested by clients or successor custodians. This is an entry‑level, office‑based operations role ideal for candidates who enjoy working with processes, documentation, and accuracy – and who are interested in growing their career within a structured financial services environment. The team provides hands‑on training, clear expectations, and strong internal mobility for high performers.

What You’ll Do:

• Review and verify physical and electronic mortgage and non‑mortgage documents received from institutional clients
• Confirm that correct documentation and authorized signatures are present, following established custodial agreements and review guidelines
• Match document information to data housed in an internal document tracking system and update records as files move through the process
• Process document release requests by: Verifying the request details, coordinating with the internal vault team to retrieve files, confirming retrieved documents are accurate and complete, and routing approved documents to the mail team for secure shipment
• Document and update any exceptions or discrepancies identified during review
• Work from a daily queue, with an expected volume of approximately 5-10 requests per day
• Adhere to company risk, regulatory, and internal control standards, escalating issues when appropriate
• Support a collaborative team environment that reflects the company’s values and commitment to belonging

A Day in the Role:

You’ll start your day working from a queue of document requests submitted by institutional clients. Most of your time will be spent reviewing documentation, validating details in internal systems, and coordinating with internal partners such as the vault and mail teams. The work is steady, process‑driven, and accuracy‑focused. You’ll receive structured training during your first six weeks, including support from designated trainers and teammates within a close‑knit 12‑person team.

Education and Experience Required:

• Associate’s degree, or two years of prior work experience

Education and Experience Preferred :

• Comfort working in an office or operational environment (customer service, retail, administrative, or clerical experience is welcome)
• Basic computer proficiency, including daily use of email and internal systems
• Strong attention to detail and ability to follow defined procedures
• Prior customer service or office experience (e.g., retail cashiering, call centers, administrative support)
• Basic Excel skills and experience working with spreadsheets
• Clear written and verbal communication skills
• Strong organizational and time‑management abilities
• Ability to work under deadlines while maintaining accuracy
• Motivated, ambitious mindset with interest in career growth (team members often advance quickly)

Physical Requirements:

• Ability to lift, push, or pull up to 30-50 pounds

Work Model/Office Location:

• This is a 100% onsite position requiring five days in office per week
• Eligible candidates must live within commuting distance to 693 Seneca Street, Buffalo, NY 14210

Required Availability:

• Monday-Friday, 8:30am-5:00pm

Why Join the Team:

• Structured training program with hands‑on support
• Clear performance expectations and manageable daily volume
• Opportunities for advancement within the team and broader organization
• Stable, process‑driven role within a regulated and respected financial institution

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