Banking Services Operations Associate IV - Commercial Doc Prep (Hybrid- Burlington, VT)
- Location
- Burlington, VT
- Work mode
- Hybrid
- Employment type
- Full-time
About the job
Overview: Understands and works basic to mid-level complexity closing package preparation requests, ordering and analyzing required due diligence as well as interacting with lending staff on any challenges or issues with the request. Works under tight time frames to meet customer needs.
Primary Responsibilities:
- Analyzes Commercial documentation preparation requests, inclusive of credit approvals, to determine requirements
- Order required due diligence to support the document preparation request in accordance with approval and Credit Policy requirements.
- Complete documentation package and deliver to the Relationship Manager for execution.
- Interact with lending staff, internal counsel and management to clarify any missing or unclear information to complete the document preparation package.
- Complete packages on standard document preparation requests and receive training for higher complexity packages.
- Image document preparation working files to serve as a matter of record.
- 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.
Scope of Responsibilities: Commercial Document Preparation is responsible for preparing legal closing documents for commercial and personal use transactions in accordance with Credit Policy and regulatory requirements. The group supports Commercial, Business Banking and Private Banking lines of business, with responsibilities through managing basic to mid-level complexity document preparation operations including understanding the loan approval and borrower structure, Credit Policy requirements, ordering and reviewing supporting documentation (due diligence) requirements, creating legal packages, completing quality reviews and communicating regularly with lending staff, Sales and Operations Management, Legal, Compliance and other related groups.
Education and Experience Required: Associate’s degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ work experience
Education and Experience Preferred: Bachelor's degree Minimum of 3 years’ relevant work experience Paralegal experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location Burlington, Vermont, United States of America
From M&T Bank's careers page (Workday), checked 27 Oct 2026.
How to apply
- Select Apply on mtb.wd5.myworkdayjobs.com. It opens M&T Bank's own application form in a new tab, run on Workday.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- M&T Bank will reply to you directly. No real employer asks you for money to apply.
Posted 27 Oct 2026 · checked 27 Oct 2026 · Report this job