Job Description
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 diversity 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 $18.00 - $28.11 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 America
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 diversity 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 $18.00 - $28.11 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 America
💡 Quick Summary
Seeking a career-building opportunity? The Document Custodian Reviewer position is now open for candidates interested in the Bank Jobs sector. This role in Buffalo offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
