Document Specialist Jobs

About The Position

Requirements

• Associate’s degree or equivalent work experience.
• At least 1 year of work experience.
• Strong organizational and prioritization skills.
• Strong attention to detail and the ability to work accurately within established procedures and deadlines.
• Ability to independently manage workload and collaborate effectively with a broader team.
• Strong written and verbal communication skills, particularly when requesting information or explaining documentation needs to internal business partners.
• Comfort working in a fast-paced environment with fluctuating workload and priorities.
• Ability and willingness to learn about commercial lending, loan documentation, and due diligence.
• Must live within reasonable commuting distance of 77 Pine Street, Burlington, Vermont.
• Must work in the office four days per week.

Nice To Haves

• Bachelor’s degree.
• Experience in administrative support, scheduling, operations, back-office functions, document preparation, or other detail-oriented roles.
• Commercial lending, loan documentation, due diligence, legal documentation, or paralegal experience.
• Experience with OneNote and other Microsoft products.
• Exposure to nCino or Expere.

Responsibilities

• Review commercial loan approvals and document preparation requests to analyze borrower structure, approved terms, collateral, and documentation requirements.
• Order and review due diligence, including public record searches, property searches, judgment results, and supporting documentation, and identify issues requiring resolution or clarification.
• Prepare legal loan documentation that reflects approved credit terms, borrower and guarantor structure, collateral requirements, Credit Policy, and applicable regulatory requirements.
• Support commercial lending transactions, including lines of credit and term loans, with a variety of collateral.
• Communicate with Relationship Managers, loan teams, underwriters, internal counsel, and other internal partners to obtain information, clarify requirements, and address issues.
• Finalize complete and accurate documentation packages and deliver them to internal partners for closing and execution.
• Independently manage and prioritize a pipeline of loans according to volume, complexity, and deadlines.
• Complete routine and moderately complex document preparation requests and develop capability with more complex transactions through training and experience.
• Maintain accurate electronic working files and records.
• Perform quality reviews to ensure documents are accurate, complete, consistent with approved credit terms, and compliant with applicable standards, policies, and procedures.
• Follow company risk and regulatory standards, policies, and controls, and escalate risk-related issues to management.
• Maintain internal control standards, including timely implementation of audit points and resolution of issues raised by external regulators, as applicable.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Complete other related duties as assigned.