Banking Services Operations Associate III - Records & Retention

Overview:

Fulfills and assists with management of requests for filing and retrieving loan folders and documents for Commercial, Consumer and Residential Mortgage loans.

Primary Responsibilities:

• Process imaged document retrieval requests for business partners and external customers utilizing Bank and vendor owned repository systems.
• Scan and image documents.
• Package and send loan folders and/or documents via external postal delivery.
• Box, ship, retrieve and track folders and/or documents to and from storage warehouse.
• Contact prior servicers or sellers for loan documentation, on an as needed basis.
• Provide operational and project support to department Group Leaders.
• Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
• Assist with procedure writing.
• Transport requested loan folders and/or documents to and from onsite business partners.
• Track and query incoming and outgoing loan folders and/or documents via electronic and/or manual means.
• Complete complex file room duties as assigned.
• Assist with coordination for loan acquisitions and transfers.
• Adhere to the Company’s standards for confidentiality.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• 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.
• Complete other related duties as assigned.

Scope of Responsibilities:

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

Location