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Operations Associate III - HELOC Pre-Closing - 3DIZ4 in Buffalo, NY at M&T Bank

Date Posted: 6/11/2018

Job Snapshot

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

Job Description

Basic Function

The HELOC Document Preparation team prepares closing documents for Home Equity Line of Credit transactions in accordance with credit policy, legal, and regulatory requirements. The team reviews documentation for legal and regulatory compliance, including Hazard Insurance, Flood Insurance, and Powers of Attorney.



•  The HELOC Document Preparation Associate III is primarily responsible for preparing HELOC closing documentation packages for all states within the M&T footprint, reviewing Flood and Hazard Insurance policies for adequate coverage, and coordinating changes to/from underwriting for approved applications.

•  Review title report to validate property ownership, address, and recording details

•  Review fee chart to identify applicable fees to charge the customer

•  Input data into the HDP system to create Home Equity Closing Documentation Packages (all Application types)

•  Review Insurance Binders (Hazard/Flood)

•  Coordinate changes to/from Credit for approved applications

•  Work daily action reports


Basic Qualifications:

•  High School or GED required.

•  Minimum two years relevant work experience.

•  Good PC skills with knowledge of MS Office products.

•  Moderate problem solving skills.

•  Math skills necessary.

•  Sets examples for others with a strong work ethic.

•  Supports cross training activities and the ability to work in a team environment.

•  Demonstrated oral and written communication skills.

•  Good organizational and customer service skills.

•  Flexibility to support multiple business lines.

•  Familiar with business terms.

•  Must be reliable. 


Ideal Qualifications:

•  Associate's Degree.

•  Three to five years office experience.

•  Knowledge of department software.

•  Notary public (as required. by department needs).


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.



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'Relevant Military Experience is Desired'

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.