Business Banking & Consumer Support Specialist II
About The Position
Overview: Provide operations support to various areas of Business Banking and Consumer Collections. Perform data entry, system maintenance, and monetary transactions. Complete requests within authority level. Primary Responsibilities: Perform data-entry of various types of information, and from multiple sources (e.g., invoices, settlements); receive and verify accuracy of documents (e.g., titles). Prepare Reaffirmation Agreements with supporting documents and mail to attorneys. Prepare and submit Proof of Claims (POC’s) to the court, including supporting documents. Creates payment coupons and G/L tickets from trustee disbursements, arranging overpayments to trustee. Review and verify “Summons and Complaint” from attorneys: Obtain signature from Workout or Liaison and send back to attorney. Prepare ad hoc reports from systems, at management’s request and reconcile/correct as needed. Prepare attorney referrals and assign to designated attorney. Assigns matter number to case in preparation for billing/payment. Approve payment. Contact outside vendors (e.g., insurance companies) to gather and/or provide information on accounts. Prepare, send and track claim forms. Monitor and submit requests to change the status of accounts. Perform skip tracing. Prepare ticket work to allocate funds received, to ensure payment of expenses. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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: This position has potential customer contact or direct contact with Attorneys or Trustee, customers or other external vendors; mostly email correspondence with attorneys and/or other external vendors.
Requirements
- A combined 2 years’ higher education and/or work experience, with a minimum of 1 year relevant work experience
- Strong verbal and written communication skills
- Detail oriented
- Proficient PC skills including word processing, spreadsheet and email software
Nice To Haves
- Bachelor’s degree
- Knowledge of M&T Bank systems
Responsibilities
- Perform data-entry of various types of information, and from multiple sources (e.g., invoices, settlements)
- Receive and verify accuracy of documents (e.g., titles)
- Prepare Reaffirmation Agreements with supporting documents and mail to attorneys
- Prepare and submit Proof of Claims (POC’s) to the court, including supporting documents
- Creates payment coupons and G/L tickets from trustee disbursements, arranging overpayments to trustee
- Review and verify “Summons and Complaint” from attorneys: Obtain signature from Workout or Liaison and send back to attorney
- Prepare ad hoc reports from systems, at management’s request and reconcile/correct as needed
- Prepare attorney referrals and assign to designated attorney
- Assigns matter number to case in preparation for billing/payment
- Approve payment
- Contact outside vendors (e.g., insurance companies) to gather and/or provide information on accounts
- Prepare, send and track claim forms
- Monitor and submit requests to change the status of accounts
- Perform skip tracing
- Prepare ticket work to allocate funds received, to ensure payment of expenses
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
- 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
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
- As an employer of choice, we are proud to offer 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
Entry Level
Education Level
Associate degree
