Business Banking Business Lending Specialist
M&T Bank · Timonium, MD · 1 wk ago
Finance$24.87–$41.45/hrFull-time
Primary Responsibilities
- Serve as a liaison between customers and/or internal partners, providing timely, accurate, and professional support.
- Respond to inquiries, resolve issues proactively, and ensure consistently positive customer experience.
- Aid customers and/or partners with loan servicing questions and maintain up-to-date account knowledge.
- Review and process requests for portfolio management, loan and modification applications, closing documentation, and funding requests while ensuring accuracy and compliance with all policies and procedures.
- Evaluate qualifying criteria to ensure loans meet program and regulatory requirements.
- Ensure completeness and accuracy of loan documentation, maintaining disciplined adherence to compliance and control standards for processing and/or readiness for an underwriter.
- Leverage approved websites and tools to validate and document required due diligence.
- Monitor internal reports to identify, resolve, and process requests to mitigate risk.
- Report customer complaints to the Office of Customer Advocacy when required.
- Provide backup support for team members for coverage during absences.
- Perform data entry and system review with exceptional attention to detail, ensuring accuracy and data integrity.
- Maintain organized, up-to-date records related to accounts, products, services, and customer interactions.
- 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.
- 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.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
Supervisory/Managerial Responsibilities
None.Education & Experience
- Required: Associate degree and minimum 2 years of customer service experience in Banking, Retail, or Credit; OR a combined 4 years of relevant education/work experience including 2 years of customer service.
- Preferred: Knowledge of business banking products, systems, and workflows.