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BSOA IV-Commercial Doc Prep in Buffalo, NY at M&T Bank

Date Posted: 11/18/2018

Job Snapshot

  • Employee Type:
  • Location:
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Responsible for preparing legal closing documents for Commercial and Personal Use transactions in accordance with credit policy and regulatory requirements. Supports Commercial, Business Banking and Private Banking lines of business. Responsibilities include managing complex document preparation operations including understanding of loan approval and borrower structure, credit policy requirements, ordering and reviewing of supporting documentation (due diligence) requirements, legal package creation and quality review. Communicates regularly with Relationship Managers/Liaisons, sales and Operations Management, internal counsel's office, Compliance and others. Understands basic to mid-level complexity closing package preparation requests, ordering and analyzing required due diligence as well as interacting with Relationship Managers/Liaisons on any challenges or issues with the request. Works under tight time frames to meet customer needs.

Analyze preparation request to include credit approval to determine requirements.
Order required due diligence to support the document preparation request in accordance with approval and credit policy requirements.
Complete documentation package and deliver to the Relationship Manager for execution.
Interact with Relationship Manager, Relationship Liaison, internal counsel and management to clarify missing or unclear information to complete the document preparation package.
Complete packages on standard preparation requests and receive training for higher complexity packages.
Image document preparation working files.
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.

Required Qualifications:
Associate’s degree and a minimum of 1 year’s relevant work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 year’s relevant work experience

Preferred Qualifications:
Bachelor’s degree
Paralegal experience

We encourage candidates with relevant military experience to apply.

About M&T

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.