Remote (City) Full-time

M&T Bank is hiring a CEF Transaction Analyst II

About the Role

M&T Bank is seeking a CEF Transaction Analyst II to coordinate, document, and initiate the funding process for a variety of commercial equipment lease and loan products. You will play a key role in structuring transactions and ensuring adherence to internal policies to protect the Bank's legal interests and profitability.

What You'll Do

  • Coordinate, document, and initiate the funding process for commercial equipment lease and loan products.
  • Assist sales staff and internal customers in structuring and documenting customized transactions.
  • Adhere to and identify risk and regulatory standards, escalating issues to management when necessary.
  • Coordinate all aspects for commercial and municipal customers for various lease types, loans, and master documents.
  • Support participations and syndications for projects including aircraft, rail, and solar or renewable energy.
  • Review and interpret credit approvals to understand requirements for documentation and funding.
  • Assist with legal document negotiations and work with internal and external counsel.
  • Review and approve standard transaction documents for funding and provide guidance for non-standard scenarios.
  • Respond to internal and external customer inquiries and resolve problems in a timely manner.
  • Communicate with other Bank departments and third-party vendors to obtain required information.
  • Serve as a resource to others in the group on product knowledge and procedures.
  • Contribute to team success by implementing solutions, leading discussions, building procedures, and sharing information.
  • Manage stress, participate in a culture of belonging, and reflect the M&T Bank brand.
  • Complete annual compliance training and other required training classes.
  • Authorize pricing exception variances under certain circumstances.
  • Complete other related duties as assigned.

What We're Looking For

  • A Bachelor's degree with 3 years of customer service experience in a related field or a minimum of 5 years of applicable experience.
  • Strong verbal and professional written communication skills.
  • Strong interpersonal skills to interact with legal counsel, customers, and all levels of management.
  • Strong problem-solving, decision-making, and interpersonal relationship skills.
  • Ability to work in a unique, collaborative, and open environment.
  • Ability to assess ideas and gain support from others to adhere to Bank policies.
  • A highly motivated, detail-oriented self-starter who is well-organized.
  • Ability to manage, prioritize, and work on multiple complex projects or tasks daily.
  • Thorough knowledge of computer systems, leasing products, workflow management software, and the Microsoft Office Suite.

Nice to Have

  • A Bachelor's degree in business, accounting, English, Law, or Tax.
  • Experience in a Leasing, Finance, Banking, Mortgage Company, or Legal environment.
  • Thorough knowledge of documentation flow software.
  • Ability to maintain a positive and professional demeanor in stressful situations.
  • Notary Public certification.

Benefits & Compensation

  • Annual Salary Range: $60,890.34 - $101,483.90 (USD)

Work Mode

This role requires working onsite in Rochester, New York, United States of America.

M&T Bank is an equal opportunity employer that supports a culture of belonging.

Required Skills
Financial AnalysisTransaction ProcessingRegulatory ComplianceRisk ManagementCustomer ServiceProblem SolvingAttention to DetailCommunication SkillsBanking OperationsMicrosoft Office
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About company
M&T Bank

M&T Bank is a financial institution providing banking services and customer-focused financial solutions.

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Job Details
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Posted 8 months ago