Reference Data Specialist
JPMorgan Chase and Co
hace 5 días

Job Description

The Digital Document Services 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
  • 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 :

  • 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
  • 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
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