Operations Associate (Document Review)

Posted 24 Days Ago
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Buffalo, NY, USA
In-Office
19-31 Hourly
Entry level
Fintech
The Role
The Operations Associate will review, validate, and organize loan documents, ensuring they meet guidelines, while maintaining accurate records and escalating issues as necessary.
Summary Generated by Built In

Overview:

M&T Bank is seeking a detail‑oriented, entry‑level Operations Associate to join our back‑office Operations team. This role is an excellent opportunity for someone looking to get their foot in the door at M&T Bank and build a foundation in financial services operations. As part of our non‑agency document custody group, you will play a critical role in the front end of the document custody process, ensuring that loan documents from institutional clients are accurately received, reviewed, and tracked prior to being stored in our vault. This team acts as the first line of review – verifying that documents meet contractual requirements before being archived in our secure vault systems. Simply put, this role is ideal for someone who enjoys accuracy, organization, and fact‑checking in a structured environment.

What You’ll Do:

  • Intake and process incoming physical and electronic loan documents from institutional clients, including non‑agency loans (i.e., not affiliated with government programs such as Fannie Mae or Freddie Mac).

  • Perform basic document review and data matching, ensuring key information aligns with agency guidelines or custodial agreements.

  • Verify document details such as completeness, signatures, and address matching based on established review criteria.

  • Determine whether documents are originals or copies and update internal tracking systems accordingly.

  • Accurately record document movement, review status, and exceptions within the Document Custody tracking system.

  • Identify and document any exceptions found during review, escalating issues as required.

  • Route reviewed documents to the appropriate internal teams, including the vault team for secure filing and long‑term storage.

  • Adhere to M&T Bank’s risk management, regulatory, and internal control standards.

  • Complete additional operational or administrative tasks as assigned.

Who This Role Is For:

This position is well‑suited for candidates who:

  • Enjoy reviewing, validating, and organizing documents

  • Have experience handling documents in environments such as the DMV, medical offices, legal offices, records management, or similar settings

  • Prefer structured, process‑driven, behind‑the‑scenes work

Education and Experience Required:

  • Associate’s degree, or two years of relevant work experience

Education and Experience Preferred:

  • Ability to work accurately in a deadline driven environment

  • Basic proficiency with computers and standard office software (email, document viewing, data entry)

  • Strong attention to detail and organizational skills

  • Clear written and verbal communication skills

  • Solid alphanumeric data entry and review skills

Physical Requirements:

  • Ability to lift approximately 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

Scheduled Shift/Required Availability:

  • Monday-Friday, 8:30am-5:00pm

Why Join M&T Bank?

  • Entry‑level opportunity with a respected financial institution

  • Exposure to back‑office banking and document custody operations

  • Strong foundation for future growth within operations, risk, or compliance functions

  • Stable, team‑oriented environment with clear processes and expectations

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:Buffalo, New York, United States of America

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
Baltimore, MD
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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