Banking Services Operations Associate III - Records & Retention
About The Position
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:
Requirements
- Associates’ degree or a minimum of 2 years’ work experience
- Ability to lift up to 25 pounds
Nice To Haves
- Minimum of 2 years’ relevant work experience
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.
Benefits
- competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
