7 дней назад
Banking Services Operations Associate IV - Commercial Document Preparation (Banking)
23 - 38$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Banking Services Operations Associate IV - Commercial Document Preparation (Banking): Preparing and reviewing commercial loan closing document packages for Commercial, Business Banking, and Private Banking transactions with an accent on credit approvals, due diligence, Credit Policy, and regulatory requirements. Focus on analyzing borrower structures, resolving missing information with lending and legal stakeholders, completing quality reviews, and escalating risk-related issues.
Location: Baltimore, Maryland, United States of America
Salary: $22.61–$37.67 per hour (USD)
Company
M&T Bank provides commercial, business, and private banking services supported by regulated loan documentation operations.
What you will do
- Analyze commercial document preparation requests, including credit approvals, to determine package requirements.
- Order and review required due diligence in line with Credit Policy and regulatory requirements.
- Prepare legal closing document packages and deliver them to Relationship Managers for execution.
- Coordinate with lending staff, internal counsel, management, Legal, Compliance, Sales, and Operations teams to resolve missing or unclear information.
- Complete quality reviews, image working files for recordkeeping, and support standard-complexity requests while training on more complex packages.
- Identify risk-related issues, escalate them to management, and maintain internal control and audit standards.
Requirements
- Associate’s degree and at least 1 year of work experience, or 3 years of combined higher education and/or work experience including at least 1 year of work experience.
- Work from Baltimore, Maryland, United States of America.
- Ability to analyze loan approvals, borrower structures, documentation requirements, and supporting due diligence.
- Ability to work under tight time frames and communicate effectively with lending, legal, compliance, and management stakeholders.
- Ability to follow Credit Policy, regulatory requirements, risk controls, and internal audit standards.
Nice to have
- Bachelor’s degree.
- At least 3 years of relevant work experience.
- Paralegal experience.
Culture & Benefits
- Work supports Commercial, Business Banking, and Private Banking lines of business.
- Role operates within established risk, regulatory, compliance, and internal control standards.
- Training is provided for higher-complexity document preparation packages.
- Pay is market-informed and based on the successful candidate’s knowledge, skills, and experience.
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