M&T Bank

M&T Bank

Business Banking Senior Relationship Liaison

Rochester, NY · Senior

Sponsorship not specified$23k-$38kDetected 1 day ago
SalesBusiness DevelopmentAccountingExcelAuditingCustomer SupportResearchLeadershipCommunicationMentoringMicrosoft OfficeInternal AuditUnderwriting

About the role

  • Coordinates with members of the sales team/leadership to process exception requests, and deviations from day-to-day business processes.
  • Research client and bank issue and escalation and propose solutions and potential trade-offs for resolution.
  • Act as a first line of defense with the relationship team to help identify and mitigates risks.

Responsibilities

  • Develops and maintains specialized knowledge of loan accounting systems, internal policies, procedures, and systems/applications, applicable regulatory guidelines, and ensures any issues are addressed and provided resolution.
  • Knowledge and interpretation of M&T Credit Policy, business financial documents, business banking loans, and additional legal documentation associated with maintaining satisfactory asset management.
  • Manages the communication between credit underwriting, external attorneys, internal legal, document preparation departments, and others as may be needed to meet loan closing deadlines and resolve relevant issues.
  • Partners with designated team and other internal and external stakeholders to address discrepancies/issues found during due diligence, loan documentation, loan closing and review processes.
  • Lead regular one-on-one meetings with Relationship Manager(s) that he/she supports as well as attends cross-business line cluster meetings to prioritize ongoing activities regarding portfolio management as well as new loan requests.
  • May perform other duties as assigned such as, but not limited to, participating in the training, and mentoring of new team members, identifying areas of opportunity for improvements, participating on projects related to process efficiency.
  • 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 diversity and reflects the M&T Bank brand.

Requirements

  • 3 years retail/commercial/corporate credit loan processing experience
  • The incumbent is responsible for performing all follow-up and backup work required to support business development representatives or mortgage administrator with day to day customer service.
  • The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs.

Nice to have

  • Knowledge of bank policies, procedures, and banking regulations are required.
  • Knowledge of courthouse and state filings
  • Knowledge of financial statements and loan documentation
  • Ability to work as a team member
  • Excellent customer service skills with the ability to use tact and diplomacy

Skills

  • Proficient personal computer skills, including Microsoft Word and Excel

Compensation

  • The pay range for this position is $22.61 - $37.67 Hourly (USD).
  • Monitor and manage the outstanding assets in the portfolio, such as, but not limited to, maturing loans, exception pricing, annual reviews, and covenant compliance.

Company info

  • 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.
  • Part of the client facing team supporting transaction requests, documentation collection, fraud support, error resolution, resolving escalations, and ad hoc needs.
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This listing is sourced directly from M&T Bank's careers page and normalized into a canonical job model.