Commercial Equipment Finance Senior Team Lead

Overview:

Manages a team within the Documentation Department and works closely Legal Counsel, Sales, and Operations to ensure new loan and lease transactions and third-party paper purchases are prepared and closed in an accurate and timely manner and comply with all laws and regulations and internal policies and procedures, and portfolio audits are completed timely, with minimum documentation errors identified.  Manages departmental work assignments, pre-closing documentation review, and post-closing audits.    

Primary Responsibilities:

• Excellent verbal and written communication, organizational, time management, lateral thinking and problem-solving skills
• Ability to multitask for various components of complex projects
• Mentoring and leadership capabilities
• Ability to work in a team environment as well as autonomously.
• May manage a team of professionals
• Responsible for completely and accurately documenting key business unit processes.  Identify and assess risks and internal controls associated with these key processes.
• Accurately complete Risk Control Self Assessments (RCSAs) and other risk management reporting.  Assist in the reporting of risk events and loss events.
• Manage all aspects of new product implementation and existing product modifications to include but not limited to the design and development of services; act in a liaison capacity with affected departments.
• Ensure assigned staff maintain a current knowledge of the policies, processes, and regulations affecting monitoring and/or auditing activities to ensure validity of analyses and findings.
• Accounting, operations and servicing in support of performance, productivity, risk management, planning and product development in the CEF group
• Tax administration including personal property tax
• Perform special projects or assignments as requested by management
• Manage the identification of process or procedural improvements.  Ensure the development of appropriate recommendations and the implementation of those approved.
• Responsible for facilitating complex projects through post implementation.  Participates in meetings with line of business to identify the requirements in how an application looks and feels to end users and provide feedback. Acts as project lead to ensure test plans and specifications are completed in a timely basis. Complete various system testing activities such as User Acceptance Testing (UAT).
• Pricing structure audit, complex structures
• Updates & enhancements to functionality for new and changing business and regulatory requirements (i.e., BIC, LCR, 2052a, FASB, etc.)
• Profitability Management and Reporting, Multi-bank Reporting and Management
• Performance Analytics and Reporting
• Liquidity Risk Management (NSFR, LCR, FR2052a compliance)
• Maintain a thorough and current knowledge of the policies, processes and regulations affecting activities to ensure validity of analyses and reports.
• Serve as subject matter expert on activities and provide guidance and training to less experienced personnel
• Work with vendor and technical team to gain a thorough understanding of project functionality and provide insight on implementation.

Education and Experience Required:

• Minimum of seven years combined higher education and/or operational/business analytics/finance/accounting experience or equivalent.

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $71,985.72 - $119,976.20 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Rochester, New York, United States of America