Overview:

Completes a variety of routine clerical accounting duties and prepares routine investor reports and remittances for investor, Bank and general ledger reconciliations in compliance with investor guidelines or Bank policies.

Primary Responsibilities:

• Complete timely and accurate reporting of mortgage portfolio activity to various private and/or agency investors to mitigate financial and reputational risks in accordance with investor servicing agreements and guidelines.

• Gather and research data to prepare routine investor accounting reports including daily, weekly and/or monthly departmental reporting assignments

• Prepare monthly SONYMA and HNI cutoff reports and remittances

• Remit collections to SONYMA for each bond series on a daily basis based on established thresholds.

• Review SONYMA Detailed Purchase Report to ensure loans are purchased at the most up-to-date balances and due dates.

• Transfer newly purchased SONYMA and HNI loans on weekly and/or monthly basis.

• Complete research to resolve reporting discrepancies with the investors as needed.

• Communicate with internal and external business partners to assist in resolution of routine to more complex inquiries and/or issues. 

• Update procedures due to changes in process or investor requirements as required.

• Adhere to established policies, procedures and limits focusing on observable breaches in Corporate Risk policies.

• 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 diversity 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:

The position works independently under general supervision.  This position interacts with internal Bank partners as well as third party investors, with support of the Group Leader.

Education and Experience Required:

• High school diploma or equivalent (GED) and a minimum of 3 years’ work experience

• Effective communication skills

• Prior experience working under critical time constraints

• Detail-oriented

• Good organizational skills

• Strong math skills

• Strong analytical skills

• Knowledge of pertinent software products, including spreadsheet software

Education and Experience Preferred:

• Bachelor’s degree

• Knowledge of the Bank’s servicing system

• Minimum of 4 years’ investor reporting experience

• Ability to engage and lead team members

Schedule/Required Availability:

Monday-Friday with flexible start/end times. Common schedules on the team include: 6:00am-2:30pm, 7:30am-4:00pm, and 8:00am-4:30pm.

Location/Working Model:

This is a hybrid position that requires coming into the office at least 2-3 days per week. Our office is located at 575 Main Street, Buffalo, NY 14203.

Hourly Rate/Compensation:

While the entire salary range is shown below, the budget for this position is $21.00 - $24.00 per hour. Employees in this position also receive 4 weeks of paid time off (PTO) plus 11 paid holidays.

Location