Document Custodian Senior Reviewer - Filing Team
M&T Bank
Document Custodian Senior Reviewer - Filing Team
Job Description
Overview:
Completes more complex review of documents from Institutional clients and reports on identified exceptions. Researches and responds to customer inquiries regarding exceptions.
Primary Responsibilities:
- Train less experienced personnel on the review of documents to support the quality of their work.
- Research questions from Institutional customers regarding exceptions entered on the tracking system and respond back within established service level agreements.
- Run reports for Institutional customers as scheduled; review the reports to ensure data accuracy.
- Pull and review files for on-site audits as required. Review those files for all needed documents prior to audit.
- Serve as subject matter expert in the review of documents to enable review of multiple types as required by volumes within the area.
- Complete more complex data matching of documents based on agency guidelines or custodial agreements for non-agency documents. Update the tracking system with document type and exceptions found or addressed. Upload data to the tracking system so that the review can be completed using the system.
- 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.
Education and Experience Required:
Associate’s degree and a minimum of 1 years’ relevant experience,
OR in lieu of a degree,
A combined minimum of 3 years’ higher education and/work experience, including a minimum of 1 years’ relevant experience
Proficiency with personal computers as well as pertinent spreadsheet, word processing and email software
Strong alpha/numeric skills
Strong organizational skills
Detail-oriented
Demonstrated problem-solving skills
Education and Experience Preferred:
Ability to work under time constraints while maintaining accuracy
Mortgage agency review or car title review knowledge
Physical Requirements:
Able to lift 30 - 50 pounds
Able to climb on a ladder and/or stool and bend for filing
Able to stand for long periods of time
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Buffalo, New York, United States of AmericaLocations
- Buffalo, New York, United States
Salary
42,704 - 71,240 USD / yearly
42,704 - 74,802 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Proficiency with personal computers, spreadsheet, word processing and email softwareintermediate
- Strong alpha/numeric skillsintermediate
- Strong organizational skillsintermediate
- Detail-orientedintermediate
- Demonstrated problem-solving skillsintermediate
Required Qualifications
- Associate’s degree and a minimum of 1 years’ relevant experience (experience)
- OR in lieu of a degree, a combined minimum of 3 years’ higher education and/work experience, including a minimum of 1 years’ relevant experience (experience)
- Proficiency with personal computers as well as pertinent spreadsheet, word processing and email software (experience)
- Strong alpha/numeric skills (experience)
- Strong organizational skills (experience)
- Detail-oriented (experience)
- Demonstrated problem-solving skills (experience)
Preferred Qualifications
- Ability to work under time constraints while maintaining accuracy (experience)
- Mortgage agency review or car title review knowledge (experience)
Responsibilities
- Train less experienced personnel on the review of documents to support the quality of their work
- Research questions from Institutional customers regarding exceptions entered on the tracking system and respond back within established service level agreements
- Run reports for Institutional customers as scheduled; review the reports to ensure data accuracy
- Pull and review files for on-site audits as required. Review those files for all needed documents prior to audit
- Serve as subject matter expert in the review of documents to enable review of multiple types as required by volumes within the area
- Complete more complex data matching of documents based on agency guidelines or custodial agreements for non-agency documents. Update the tracking system with document type and exceptions found or addressed. Upload data to the tracking system so that the review can be completed using the system
- 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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Answer 10 quick questions to check your fit for Document Custodian Senior Reviewer - Filing Team @ M&T Bank.
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Document Custodian Senior Reviewer - Filing Team
M&T Bank
Document Custodian Senior Reviewer - Filing Team
Job Description
Overview:
Completes more complex review of documents from Institutional clients and reports on identified exceptions. Researches and responds to customer inquiries regarding exceptions.
Primary Responsibilities:
- Train less experienced personnel on the review of documents to support the quality of their work.
- Research questions from Institutional customers regarding exceptions entered on the tracking system and respond back within established service level agreements.
- Run reports for Institutional customers as scheduled; review the reports to ensure data accuracy.
- Pull and review files for on-site audits as required. Review those files for all needed documents prior to audit.
- Serve as subject matter expert in the review of documents to enable review of multiple types as required by volumes within the area.
- Complete more complex data matching of documents based on agency guidelines or custodial agreements for non-agency documents. Update the tracking system with document type and exceptions found or addressed. Upload data to the tracking system so that the review can be completed using the system.
- 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.
Education and Experience Required:
Associate’s degree and a minimum of 1 years’ relevant experience,
OR in lieu of a degree,
A combined minimum of 3 years’ higher education and/work experience, including a minimum of 1 years’ relevant experience
Proficiency with personal computers as well as pertinent spreadsheet, word processing and email software
Strong alpha/numeric skills
Strong organizational skills
Detail-oriented
Demonstrated problem-solving skills
Education and Experience Preferred:
Ability to work under time constraints while maintaining accuracy
Mortgage agency review or car title review knowledge
Physical Requirements:
Able to lift 30 - 50 pounds
Able to climb on a ladder and/or stool and bend for filing
Able to stand for long periods of time
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Buffalo, New York, United States of AmericaLocations
- Buffalo, New York, United States
Salary
42,704 - 71,240 USD / yearly
42,704 - 74,802 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Proficiency with personal computers, spreadsheet, word processing and email softwareintermediate
- Strong alpha/numeric skillsintermediate
- Strong organizational skillsintermediate
- Detail-orientedintermediate
- Demonstrated problem-solving skillsintermediate
Required Qualifications
- Associate’s degree and a minimum of 1 years’ relevant experience (experience)
- OR in lieu of a degree, a combined minimum of 3 years’ higher education and/work experience, including a minimum of 1 years’ relevant experience (experience)
- Proficiency with personal computers as well as pertinent spreadsheet, word processing and email software (experience)
- Strong alpha/numeric skills (experience)
- Strong organizational skills (experience)
- Detail-oriented (experience)
- Demonstrated problem-solving skills (experience)
Preferred Qualifications
- Ability to work under time constraints while maintaining accuracy (experience)
- Mortgage agency review or car title review knowledge (experience)
Responsibilities
- Train less experienced personnel on the review of documents to support the quality of their work
- Research questions from Institutional customers regarding exceptions entered on the tracking system and respond back within established service level agreements
- Run reports for Institutional customers as scheduled; review the reports to ensure data accuracy
- Pull and review files for on-site audits as required. Review those files for all needed documents prior to audit
- Serve as subject matter expert in the review of documents to enable review of multiple types as required by volumes within the area
- Complete more complex data matching of documents based on agency guidelines or custodial agreements for non-agency documents. Update the tracking system with document type and exceptions found or addressed. Upload data to the tracking system so that the review can be completed using the system
- 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
Tags & Categories
Answer 10 quick questions to check your fit for Document Custodian Senior Reviewer - Filing Team @ M&T Bank.
Related Books and Jobs