JPMorgan Chase Commercial Banking Onboarding Team - Documentation Specialist in Chicago, Illinois

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.

The goal of the Commercial Banking Client On-boarding (CBCO) Documentation Management Team is to ensure a best in class seamless experience with our clients when legal documentation is required as part of the on-boarding process. The team is responsible for end to end documentation management, supporting/educating business partners and working closely with Legal/Compliance/Risk to meet all regulatory requirements in a controlled environment.

The CBCO group is seeking a Documentation Specialist who will 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.

Core 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

  • Performs 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 and 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

Qualifications:

  • Minimum 3 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, self-motivated with an ability to adapt and be flexible in a team environment

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.