LEAF Account Support Associate

Posted 3 Days Ago
Be an Early Applicant
Orange, CA, USA
In-Office
26-44 Hourly
Junior
Fintech
The Role
Coordinates onboarding and workflow for brokers and dealers, maintains records, reviews pricing and agreements, supports credit decisions, manages documentation, and facilitates communications among Sales, Operations, Credit, Legal, Collections, vendors, and customers. Ensures compliance with risk controls, regulatory standards, audits, and internal procedures while assisting with contracts, payment issues, title perfection, rate cards, and end-of-term requests.
Summary Generated by Built In

Overview:

Coordinates workflow among Sales, Operations, Credit, and senior management within LEAF (LEAF Commercial Capital Incorporated).  Maintains the accuracy of dealer records in various internal systems.  Provides administrative support, including record and data-related support, to multiple areas within LEAF.   

Primary Responsibilities:

Onboard new brokers and dealers from initial application to final integration and funding on the sales portal; review pricing on applications for accuracy and handle related vendor communications. 

Obtain executed program agreements for each broker and dealer, including private label; review the documents, enter them into the system, and file them.

Work with Legal on documentation language, program agreements, and edits to finalize the documents; ensure all necessary documentation is received and contact the customer or Sales as needed to request missing items. 

Convey credit decisions to brokers, dealers and/or end users, inclusive of the rationale for decisions or potential mitigants to transaction approval.

Participate in conference calls with brokers, customers, and Credit that discuss credit-related updates, concerns, and issues.

Send new rate cards out to Sales on monthly/control transactions already approved with respect to rates being indexed. 

Work with Collections on payment issues to facilitate communications with the broker, vendor and/or end user as required

Assist brokers and dealers on assumptions and contract maintenance adjustments (CMAs); work with them on subordinations as necessary to verify details and/or obtain additional information.

Work with dealers and end users to properly perfect titles through verification of documentation and paperwork.

Review pricing requests on documentation fees received from Sales to ensure consistency and following with rate cards.

Review requests from brokers, vendors and/or end users on end-of-term language, usually revolving around prepayment options; respond on occasion to these requests.   

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:

Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Associates’ degree and a minimum of 1 year’s 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 year’s work experience

Proven verbal and written communication skills

Proven personal computer skills

Detail-oriented

Proven organizational skills

Education and Experience Preferred:

Proven analytical skills

Proven problem-solving skills

Proven decision-making skills

Physical Requirements:

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationOrange, California, United States of America

Skills Required

  • Associate 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
  • Verbal and written communication skills
  • Personal computer skills
  • Detail-oriented
  • Organizational skills
  • Analytical skills
  • Problem-solving skills
  • Decision-making skills

M&T Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.

  • Retirement Support Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
  • Leave & Time Off Breadth Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
  • Wellbeing & Lifestyle Benefits Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.

M&T Bank Insights

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The Company
HQ: Buffalo, NY
21,590 Employees
Year Founded: 1856

What We Do

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.

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