Job Details

Lending Operations Specialist I

Company name

The M&T Bank

Organization Type


Job Type

Legal Staff

Years of Experience

Min 3 yrs required


Rochester, NY

Date Last Verified

Feb 16,2018

Posted on

Dec 26,2017
Practice Area
Finance >> Finance - Banking
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Lending Operations Specialist I The candidate will prepare legal documents for Business Banking, Commercial Banking, and Private Banking transactions using automated document prep system, and outside counsel's documents. Will analyze loan approvals and ensure all documentation adheres to credit policy and regulatory requirements. Order, track, and review due diligence reports including flood certifications, appraisals, environmental reports, UCC searches, property searches and business entity verifications. Prepare instructional memos to assist Relationship Managers in successfully closing loans. Document the status of transactions in an online system to track specific transaction details. Meet turn time service level requirements.

Qualification and Experience

The candidate should have high school or equivalent (GED) and 3+ years of proven bank, financial services and/or professional office operations experience. Associate's degree and Paralegal experience are preferred. Real Estate and Title Insurance experience are desired. Familiarity with SBA products and with business terms is an asset. Proficiency with personal computers as well as pertinent spreadsheet and word processing software is required. Flexibility to support multiple business lines is needed. Should be familiar with business terms. Must have good customer service skills with the ability to use tact and diplomacy with internal and external contacts.

Additional info

Ref. #: 3DG5K

Company info

Hiring Coordinator
The M&T Bank
Rochester, NY 14625

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