Overview:
We are seeking a detail‑oriented, motivated Operations Associate to join our Document Custody team supporting institutional clients. In this role, you’ll help manage, verify, and release mortgage and select non‑mortgage documents that are stored in our secure facility and requested by clients or successor custodians. This is an entry‑level, office‑based operations role ideal for candidates who enjoy working with processes, documentation, and accuracy – and who are interested in growing their career within a structured financial services environment. The team provides hands‑on training, clear expectations, and strong internal mobility for high performers.
What You’ll Do:
Review and verify physical and electronic mortgage and non‑mortgage documents received from institutional clients
Confirm that correct documentation and authorized signatures are present, following established custodial agreements and review guidelines
Match document information to data housed in an internal document tracking system and update records as files move through the process
Process document release requests by: Verifying the request details, coordinating with the internal vault team to retrieve files, confirming retrieved documents are accurate and complete, and routing approved documents to the mail team for secure shipment
Document and update any exceptions or discrepancies identified during review
Work from a daily queue, with an expected volume of approximately 5-10 requests per day
Adhere to company risk, regulatory, and internal control standards, escalating issues when appropriate
Support a collaborative team environment that reflects the company’s values and commitment to belonging
A Day in the Role:
You’ll start your day working from a queue of document requests submitted by institutional clients. Most of your time will be spent reviewing documentation, validating details in internal systems, and coordinating with internal partners such as the vault and mail teams. The work is steady, process‑driven, and accuracy‑focused. You’ll receive structured training during your first six weeks, including support from designated trainers and teammates within a close‑knit 12‑person team.
Education and Experience Required:
Associate’s degree, or two years of relevant work experience
Education and Experience Preferred:
Comfort working in an office or operational environment (customer service, retail, administrative, or clerical experience is welcome)
Basic computer proficiency, including daily use of email and internal systems
Strong attention to detail and ability to follow defined procedures
Prior customer service or office experience (e.g., retail cashiering, call centers, administrative support)
Basic Excel skills and experience working with spreadsheets
Clear written and verbal communication skills
Strong organizational and time‑management abilities
Ability to work under deadlines while maintaining accuracy
Motivated, ambitious mindset with interest in career growth (team members often advance quickly)
Physical Requirements:
Ability to lift up to 30-50 pounds
Work Model/Office Location:
This is a 100% onsite position requiring five days in office per week
Eligible candidates must live within commuting distance to 693 Seneca Street, Buffalo, NY 14210
Required Availability:
Monday-Friday, 8:30am-5:00pm
Why Join the Team:
Structured training program with hands‑on support
Clear performance expectations and manageable daily volume
Opportunities for advancement within the team and broader organization
Stable, process‑driven role within a regulated and respected financial institution
Top Skills
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.
