Banking Services Operations Associate III - Indirect Booking & Funding
About The Position
This position supports the indirect funding of auto, RV, and boat loans submitted by dealers nationwide. The role reviews loan packages for accuracy and completeness, books loans in bank systems, identifies and communicates errors, works with credit teams to resolve issues, and responds to dealer inquiries. The Indirect Funding & Dealer Services team ensures dealer-originated loans are properly executed and meet credit policy and regulatory requirements. The team handles loan setup and funding, alerts dealers or internal credit teams to errors before booking, supports dealers through inbound calls and emails and relationship manager requests, completes reserve maintenance requests, and works daily reconciliation reports.
Requirements
- High school diploma or equivalent (GED).
- At least 1 year of work experience.
Nice To Haves
- At least 2 years of relevant work experience.
Responsibilities
- Review account-opening documentation for automobile, boat, and recreational vehicle loans for accuracy and completeness, and book the loans to bank systems.
- Identify errors in account-opening paperwork and escalate them as appropriate to support prompt resolution.
- Balance personal booking batches at the end of each day and reconcile discrepancies to ensure accurate internal accounting.
- Electronically attach incoming loan-closing documentation to the applicable loan application in the system of record.
- Enter financial data from loan contracts into the system of record.
- Answer incoming calls from external dealerships and internal business partners about funding status, loan-package errors, dealer reserves, and related matters.
- Conduct basic research to respond to incoming requests.
- Work daily account-maintenance reports.
- Call dealerships to request specific documentation or information.
- Follow the Company’s risk and regulatory standards, policies, and controls in accordance with its Risk Appetite, and identify risk-related issues requiring 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 and applicable issues raised by external regulators.
- Complete other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
