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    Document Management Team Specialist - Taguig, Pilipinas - JPMorgan Chase Bank, N.A.

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

    1 linggo ang nakalipas

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    Job Description :

    Job Summary:

    The Commercial Banking International Onboarding (CBIO) Document Management Team (DMT) group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

    Responsible for supporting Implementations team through review, validation, approval & storing of account opening related documents.

    Job Responsibilities:

    • Reviewing and understanding the Client request
    • Manage the account opening and client documentation workflow from creation, review, & signature validation
    • Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix
    • Performs required research for a product set-up and account opening to assess documentation requirements
    • Manage activities through heavy phone work with external clients and internal business partners
    • Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository.
    • Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
    • 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
    • Review & Authentication of Mandates into the respective platform
    • Recording your observations & escalate wherever necessary

    Required Qualifications, Capabilities, and Skills:

    • Bachelor's degree or minimum of 2 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types. Fresh Graduates with banking or finance degree are encouraged to apply.
    • Ability to review and analyze information from multiple sources and determine relevancy
    • Exceptional verbal and written communications skills. Communication is Paramount.
    • Logical & analytical skills. Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
    • Aptitude to work with numbers and deadlines.
    • Proactive approach
    • Ability to grasp/learn new products/audits which are currently not in scope.
    • Good PC skills including Microsoft office products (Excel, Word, Power point)
    • Demonstrate creative problem solving and solid judgment/decision making
    • 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

    Preferred Qualifications, Capabilities, and Skills:

    • Knowledge of Treasury Services & Commercial Banking Products and Operations will be an added advantage.

    All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.

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