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M&T Bank

Document Custodian Senior Reviewer - Filing Team

Entry LevelOn-siteFull-time
Location

Buffalo, NY

Salary

$43k–$71k/yr

Experience

1+ years

Posted

1 week ago

Skills

document review expertisedata accuracyspreadsheet proficiencyorganizational skillsalpha/numeric skillscustomer inquiry responsetraining skillsproblem-solving skillsdetail-orientedtime management

Job Description

Summary: M&T Bank is a financial institution seeking a Document Custodian Senior Reviewer to complete complex reviews of documents from Institutional clients and respond to customer inquiries regarding exceptions. The role involves training less experienced personnel, ensuring data accuracy in reports, and adhering to risk and regulatory standards. 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 Required Qualifications: - Associate's degree and a minimum of 1 years' relevant experience - A combined minimum of 3 years' higher education and/work experience, including a minimum of 1 years' relevant experience in lieu of a degree - 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 Preferred Qualifications: - Ability to work under time constraints while maintaining accuracy - Mortgage agency review or car title review knowledge Required Skills: Document review expertise, Data accuracy Important Skills: Spreadsheet proficiency, Organizational skills Nice-to-Have Skills: Alpha/numeric skills, Customer inquiry response, Training skills, Problem-solving skills, Detail-oriented, Time management

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Education

Associate's

Document Custodian Senior Reviewer - Filing Team at M&T Bank | Tsenta