The Commercial Bank Client Onboarding group is seeking a Documentation Specialist who'll be responsible for the research and preparation of all documents required for account opening, products, and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.
Responsibilities:
Manage the account opening and client documentation workflow from creation, collection, negotiation oversight, and execution
Manage the documentation process for external clients and internal business partners throughout the documentation life cycle
Manage activities through heavy phone work with external clients and internal business partners
Perform required research for a product set-up and account opening to assess documentation requirements on internal systems, as applicable
Ensure documentation conforms to the Bank's legal guidelines, policies, and standards, including risk mitigation through adherence to the control framework
Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
Demonstrate creative problem solving and solid judgment/decision making
Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
Diligent awareness of risks in processes in a timely manner
Exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner
Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
Exhibit ownership of on-boarding experience and client satisfaction
Ownership of internal communication and status updates
Experience:
Minimum three years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation, and other documentation types
Ability to review and analyze information from multiple sources and determine relevancy
Proven ability to independently identify issues, analyze problems, and provide viable account and documentation solutions
Excellent verbal and written communication skills
Proven ability to successfully manage conflict
Time management and organizational skills
BA/BS degree
Paralegal or Juris Doctor certificate
Experience in financial services, if possible Corporate/Commercial Banking
Working knowledge of risk factors that may impact specific products and industries
Ability to multi-task effectively and leverage internal resources
Excellent attention to detail
Strong client focus and ability to partner with various internal groups and client coverage
Independent and self-motivated with an ability to adapt and be flexible in a team environment
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.