About The Position

Completes the new loan set-up process for Home Equity Lines of Credit and Direct Installment Loans, resolving simple documentation exceptions and preparing external disbursements for mailing.

Requirements

  • High school diploma or equivalent (GED) and a minimum of 1 years’ work experience

Nice To Haves

  • Minimum of 2 years’ relevant work experience

Responsibilities

  • Book Home Equity Lines of Credit and Direct Installment Loans to appropriate Bank systems.
  • Resolve simple documentation exceptions that do not require customer contact.
  • Prepare external disbursements to be mailed.
  • Ensure personal booking batches balances at the end of each day and reconcile any discrepancies to ensure accurate internal accounting of activities.
  • Review account opening documentation for accuracy and completeness.
  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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