About this role
Overview:
Completes entry-level review of documents from Institutional clients and reports on identified exceptions.
Primary Responsibilities:
- Complete basic data matching of documents based on agency guidelines or custodial agreements for non-agency documents for Institutional clients. Match the data on the Document Custody tracking system to original documents. The data for review is uploaded to the tracking system for reporting and tracking of file movement and storage.
- Determine if a document is an original or copy and update the tracking system accordingly.
- Follow basic review criteria according to established procedures.
- Update the tracking system with exceptions found or addressed as documents are reviewed.
- 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,
OR in lieu of a degree,
A combined minimum of 2 years’ higher education and/or work experience
Proficiency with personal computers as well as email software
Demonstrated written and verbal communication skills
Good alpha/numeric skills
Demonstrated organizational skills
Detail-oriented
Education and Experience Preferred:
Ability to work under time constraints while maintaining accuracy
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 $18.68 - $31.14 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 AmericaOther facts
About M&T Bank
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
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. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
What you'll do
- The Document Custodian Reviewer is responsible for reviewing documents from Institutional clients and reporting exceptions. They will match data on the Document Custody tracking system to original documents and update the system accordingly.
Ready to join M&T Bank?
Take the next step in your career journey