Portfolio Reporting Specialist II

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

Overview

This position is responsible for default status reporting to investors, agencies, insurers and affiliated parties.

Primary 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.

Scope of Responsibilities

Interacts with investors, agencies, insurers and other third parties to provide timely reporting concerning defaulted mortgage loans. Usually plans or executes own work. Occasionally required to plan, organize and assign work to others.

Supervisor/Managerial Responsibilities

Not Applicable

Education and Experience Required

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.

Education and Experience Preferred

Bachelor’s degree. Knowledge of M&T systems. Project management skills.

Physical Requirements

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Getzville, New York, United States of America

Company Overview

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.