M&T Bank

PortfolioReportingSpecialistII

$0–0k Getzville, New York, United States FULL TIME
The Brief

“Portfolio Reporting Specialist II at M&T Bank. Skills: default status reporting, investor inquiries response, exception analysis and correction, loan reporting accuracy, investor relationship management, compliance adherence. Timely generate and provide default status reporting to investors, agencies, insurers and affiliated parties. Respond timely to investor inquiries”

What You'll Achieve.

minimize errors; ensure loans are reported accurately; improving reporting

Industry & Context.

Problems you'll solve

Analyze and correct exceptions to minimize errors; ensure loans are reported accurately

What They're Looking For.

Must Have

Proficiency with word processing and spreadsheet software, Reporting experience, analytical and problem solving skills, A combined minimum of 3 years’ higher education and/or work experience, a minimum of 1 year relevant work experience

Nice to Have

Bachelor’s degree, Knowledge of M&T systems, Project management skills

What You'll Do.

Timely generate and provide default status reporting to investors

insurers and affiliated parties

Respond timely to investor inquiries

Analyze and correct exceptions to minimize errors and ensure loans are reported accurately

Maintain relationships and communication with investors

insurers and other areas of Customer Asset Management to aid in improving reporting

Attend webinars and review investor bulletins and servicing system updates for changes that effect reporting

Update procedures as needed

Liaise with the automation team to create and update department reports as needed

Participate in team projects as requested by management

Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies

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

Promote an environment that supports belonging and reflects the M&T Bank brand

Complete other related duties as assigned

How You'll Work.

Team & Collaboration

Maintain relationships and communication with investors, insurers and other areas of Customer Asset Management; Liaise with the automation team to create and update department reports; Participate in team projects

Communication Scope

communication with investors; communication with insurers; communication with affiliated parties

Free ATS check

Applying for this Portfolio Reporting Specialist II 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 M&T Bank?

Real rants from real employees. Read before you apply.

Read Company Rants →