As a Forms Management Administrator, you will partner and collaborate with various business process owners to enhance and streamline our internal and client-facing documentation (e.g. loan application forms). As an integral part of our best-in-class team, you will have the opportunity to deepen your creative-thinking and problem-solving skills, while maintaining a focus on delighting our internal and external customers.
Key Responsibilities:
Manage the change request process for internal and client-facing documents, which includes leading monthly Forms Management meetings with key participants to prioritize requests, review proposed changes and obtain approvals.
Develop, edit and maintain our documents ensuring the final version conforms to prescribed policies, compliance requirements and style guides, while also being "customer-friendly" for the client.
Manage the team's SharePoint collaboration workflow, including the change request process, approval archival and annual attestations for risk and control review.
Communicate changes to the applicable target audience for the affected business line(s) via regularly scheduled business communications.
Provide change management support for the Client-Facing Documentation and Commercial Banking Legal Agreements programs.
Provide template-building support for the DocuSign (esignature platform) program.
Provide monthly metrics and materials for executive business reviews.
Qualifications:
Proficiency with Microsoft Word, Adobe and Excel is required.
Extensive experience working with SharePoint Designer for collaboration and workflow, which includes creating and managing sites (e.g. permissions, pages, web parts, lists, libraries, features, and InfoPath).
Strong problem-solving and analytical ability; able to think-through and outline complex formulas and collaborative processes.
Strong writing and verbal communication skills.
Impeccable attention to detail.
Able to quickly and effectively respond to rapidly changing business needs and urgent requests.
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.
