Banking Services Operations Associate IV
BankingServicesOperationsAssociateIV-CommercialDocumentPreparation
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Banking Services Operations Associate IV - Commercial Document Preparation at Banking Services Operations Associate IV. Skills: Commercial document preparation, closing package preparation, ordering and analyzing required due diligence, understanding the loan approval and borrower structure, Credit Policy requirements, creating legal packages, quality reviews. Analyzes Commercial documentation preparation requests, inclusive of credit approvals, to determine requirements. Order required due dili”
What You'll Achieve.
meet customer needs; Maintain M&T internal control standards
Industry & Context.
clarify any missing or unclear information to complete the document preparation package; Identify risk-related issues needing escalation to management
What They're Looking For.
Must Have
Associate’s degree and a minimum of 1 years’ 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 years’ work experience
Nice to Have
Bachelor's degree, Minimum of 3 years’ relevant work experience, Paralegal experience
What You'll Do.
Analyzes Commercial documentation preparation requests
inclusive of credit approvals
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 lending staff
internal counsel and management to clarify any missing or unclear information to complete the document preparation package.
Complete packages on standard document preparation requests and receive training for higher complexity packages.
Image document preparation working files to serve as a matter of record.
Understand and adhere to the Company’s risk and regulatory standards
policies and controls in accordance with the Company’s Risk Appetite.
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.
How You'll Work.
Team & Collaboration
Interact with lending staff, internal counsel and management; communicating regularly with lending staff, Sales and Operations Management, Legal, Compliance and other related groups
Communication Scope
Interact with lending staff, internal counsel and management to clarify any missing or unclear information; communicating regularly with lending staff, Sales and Operations Management, Legal, Compliance and other related groups
Full Job Description
**This position will require a hybrid schedule, reporting onsite weekly in compliance with Bank policy, out of One Light Street (Baltimore, MD), M &T Center (Buffalo, NY), or Two Burlington Square (Burlington, VT)** # Overview: Understands and works basic to mid-level complexity closing package preparation requests, ordering and analyzing required due diligence as well as interacting with lending staff on any challenges or issues with the request. Works under tight time frames to meet customer needs. ## Primary Responsibilities: * Analyzes Commercial documentation preparation requests, inclusive of credit approvals, 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 lending staff, internal counsel and management to clarify any missing or unclear information to complete the document preparation package. * Complete packages on standard document preparation requests and receive training for higher complexity packages. * Image document preparation working files to serve as a matter of record. * 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. ## ## **Scope of Responsibilities:** Commercial Document Preparation is responsible for preparing legal closing documents for commercial and personal use transactions in accordance with Credit Policy and regulatory requirements. The group supports Commercial, Busines
Applying for this Banking Services Operations Associate IV - Commercial Document Preparation role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Banking Services Operations Associate IV?
Real rants from real employees. Read before you apply.