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    Client Onboarding Team Lead - Taguig, Pilipinas - JPMorgan Chase Bank, N.A.

    JPMorgan Chase Bank, N.A.
    JPMorgan Chase Bank, N.A. Taguig, Pilipinas

    6 araw ang nakalipas

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    Buong oras
    Paglalarawan

    Job Description :

    Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area

    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.

    Job 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. 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. Diligent awareness of risks in processes in a timely manner

    Required qualifications, skills and capabilities:

    • BA/BS degree. Minimum three years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation, and other documentation types
    • Paralegal or Juris Doctor certificate
    • Excellent verbal and written communication skills. Time management and organizational skills
    • Proven ability to successfully manage conflict. 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
    • 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

    Shift Schedule: Evening

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