Banking Services Operations Associate III - Records & Retention
@ 001 Manufacturers and Traders Trust CoBanking Services Operations Associate III - Records & Retention
About the job
M&T Bank manages mortgage document processing, focusing on HELOC and residential loans. The role involves file intake, organization, and supporting operational tasks with accuracy and confidentiality.
Requirements
- Associates' degree or 2+ years' experience
- Attention to detail
- Ability to lift 25 pounds
- Strong organizational skills
Qualifications
- Relevant work experience preferred
- Physical ability to lift weights
- Operational support skills
- Confidentiality awareness
Full 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 AmericaSimilar jobs in Buffalo, NY
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