Banking Services Operations Associate III - Records & Retention
mtb· 001 Manufacturers and Traders Trust Co
About this role
Overview:
This position is on the Mortgage Document Processing File room team whose primary function is managing the documents and files for HELOC and residential mortgages. The team handles various processes including File intake for new loans, drop-filing, file requests/deliveries, and warehousing.
This is an operational support function that will require a high level of attention to detail. The associate will be responsible for managing the initial intake of newly booked HELOC files and the organization of any incoming loose documents.
Primary Responsibilities:
- Responsible for the intake of HELOC files into the file room; this includes labelling and getting them tracked into TabFusion.
- Responsible for prepping HELOC and residential mortgage documents for inter-filing into file folders.
- Responsible for file creation in TabFusion for loans that require it.
- Act as a cross functional support resource, training and assisting in other operational processes as volume demands
- Complete complex file room duties as assigned.
- Assist with coordination for loan acquisitions and transfers.
- Adhere to the Company’s standards for confidentiality.
- Promote an environment that supports belonging and reflects the M&T Bank brand
- Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.
- Complete other related duties as assigned.
Education and Experience Required :
Associates’ degree or a minimum of 2 years’ work experience
Education and Experience Preferred:
Minimum of 2 years’ relevant work experience
Physical Requirements:
Ability to lift up to 25 pounds
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 AmericaFrequently Asked Questions
What is the salary for the Banking Services Operations Associate III - Records & Retention role at mtb?
The listed salary for this Banking Services Operations Associate III - Records & Retention position at mtb is USD 19–31. This is an Full time role.
Where is the Banking Services Operations Associate III - Records & Retention position at mtb located?
This Banking Services Operations Associate III - Records & Retention role at mtb is based in Buffalo, NY. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Banking Services Operations Associate III - Records & Retention role at mtb full-time or part-time?
This is listed as a Full time position. It is posted as a Banking Services Operations Associate III - Records & Retention role in the 001 Manufacturers and Traders Trust Co department at mtb.
Which team or department does the Banking Services Operations Associate III - Records & Retention at mtb belong to?
This Banking Services Operations Associate III - Records & Retention position is part of the 001 Manufacturers and Traders Trust Co department at mtb. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Banking Services Operations Associate III - Records & Retention position at mtb?
Click the "Apply Now" button on this page. You will be redirected to mtb's official application portal hosted on workday where you can submit your application directly.
When was the Banking Services Operations Associate III - Records & Retention job at mtb posted?
This Banking Services Operations Associate III - Records & Retention position at mtb was posted on Sep 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Banking Services Operations Associate III - Records & Retention
mtb · 💰 USD 19–31
You'll be redirected to mtb's official application page on Workday.