M&T Bank · 15 hours ago
Document Custodian Senior Reviewer - Filing Team
M&T Bank is a financial institution seeking a Document Custodian Senior Reviewer for their Filing Team. The role involves reviewing documents from Institutional clients, training personnel, and ensuring compliance with company standards while addressing customer inquiries regarding exceptions.
Financial Services
Responsibilities
Train less experienced personnel on the review of documents to support the quality of their work
Research questions from Institutional customers regarding exceptions entered on the tracking system and respond back within established service level agreements
Run reports for Institutional customers as scheduled; review the reports to ensure data accuracy
Pull and review files for on-site audits as required. Review those files for all needed documents prior to audit
Serve as subject matter expert in the review of documents to enable review of multiple types as required by volumes within the area
Complete more complex data matching of documents based on agency guidelines or custodial agreements for non-agency documents. Update the tracking system with document type and exceptions found or addressed. Upload data to the tracking system so that the review can be completed using the system
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
Qualification
Required
Associate's degree and a minimum of 1 years' relevant experience
A combined minimum of 3 years' higher education and/work experience, including a minimum of 1 years' relevant experience in lieu of a degree
Proficiency with personal computers as well as pertinent spreadsheet, word processing and email software
Strong alpha/numeric skills
Strong organizational skills
Detail-oriented
Demonstrated problem-solving skills
Able to lift 30 - 50 pounds
Able to climb on a ladder and/or stool and bend for filing
Able to stand for long periods of time
Preferred
Ability to work under time constraints while maintaining accuracy
Mortgage agency review or car title review knowledge
Company
M&T Bank
Great companies have an enduring sense of purpose.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-07
2025-10-06
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