Documentation Specialist - Mortgage Loan Assistance (Loss Mitigation Operations) - Hybrid jobs in United States
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M&T Bank · 7 hours ago

Documentation Specialist - Mortgage Loan Assistance (Loss Mitigation Operations) - Hybrid

M&T Bank is a financial institution seeking a Documentation Specialist for their Mortgage Loan Assistance team. This role involves receiving, reviewing, and preparing loss-mitigation documentation to ensure compliance with investor requirements and support customers' path to assistance.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Own the document intake: Receive and compile loss‑mitigation packages from customers and internal partners; validate completeness and accuracy
Apply investor requirements: Interpret investor “waterfalls” and verify all required items are present (e.g., hardship letter, bank statements, pay stubs, alimony agreements, evidence of Social Security/pension income, and other investor‑specific documents such as FHA requirements)
Verify income & financials: Identify and confirm proof of income across financial documents and ensure data integrity
Close gaps quickly: Request missing or additional documentation to keep files moving; document all actions clearly
Coordinate internally: Communicate with the Mortgage Assistance Call Center and Underwriting to prepare files for decision
Manage compliance communications: Generate and send required status and regulatory/compliance letters at the right stages
Uphold controls & standards: Adhere to Company and regulatory policies, operational risk controls, and internal control standards; support timely remediation of audit/regulatory findings
Contribute broadly: Perform other related duties as assigned in a high‑volume, deadline‑driven setting

Qualification

Document managementCompliance knowledgeMortgage servicingMultitaskingAttention to detailTime managementWritten communicationGeneral computingTeam collaborationCritical thinking

Required

A combined 2 years of higher education and/or work experience

Preferred

Strong attention to detail, organization, and time management in a high‑volume environment
Ability to multitask, prioritize, and work self‑directed with accountability
Clear written communication and follow‑up skills
Proficiency with general personal computing, including word processing and spreadsheets (e.g., Word/Excel)
Experience in mortgage servicing, loss mitigation, or collections (helpful but not required)
Prior experience in call centers, branch banking, or back‑office operations

Company

M&T Bank

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H1B Sponsorship

M&T Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (116)
2024 (113)
2023 (84)
2022 (103)
2021 (42)

Funding

Current Stage
Late Stage

Leadership Team

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René Jones
Chairman & Chief Executive Officer
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Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
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Company data provided by crunchbase