Commercial Banking Onboarding Team - Documentation Associate

Profile

Commercial Banking Onboarding Team - Documentation Associate

The candidate will 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.

Company info

JPMorgan Chase & Co,
1 Bank 1 Plaza
Chicago
Illinois
United States 60670
Website : http://www.jpmorganchase.com