Digital Document Services - Documentation Management - Analyst
Job Description
Job Title: Documentation Management Specialist
Job Grade: Analyst 502
LOB: Digital Document Services, CIB Operations
Full time/Part time: Full Time
The Digital Documentation Services (DDS) Operations teams are responsible for supporting all JPM businesses for their client documentation & data life-cycle management from Documentation creation to digitization for distribution using innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
As a client account documentation specialist, you'll be responsible for coordinating all aspects related to Wholesale Payments client end-to-end account documentation management, including client onboarding (account opening, cash product onboarding), account maintenance, account closure and other account/product related services.
Responsibilities
Manage end-to-end account documentation for Payments clients, including client onboarding, account maintenance, account closure.
Create account opening or product onboarding document package based on business request
Perform required search within existing records in bank system, for a product set-up and account opening to assess documentation requirements
Review & validation of Authorized Signer details, Negotiated Documents & perform Signature Verification
Scanning & Indexing the documents to the centralized repository.
Provide timely information to stakeholders on pending requests and possible impacts to other processes
- Provide operational support to supply audit / compliance / regulator with query handling, documentation, analysis as required.
Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
- Ensure Standard Operating Procedures are updated reflecting the latest process.
Identify and escalate issues in a prompt and timely manner which may impact service
Maintain control of the environment in respect of JPMorgan & Chase Co. policies and the local regulatory rules
- Previous experiences related to or a deep understanding of local regulations on corporate account related requirement would be an advantage
Qualifications
Bachelor’s degree or above
Minimum 2 years’ working experience in back-office operations or account/cash operations of bank/financial industry
Strong operational knowledge, with experience in handling corporate account/Payments product is preferred
Highly organized and detail-oriented with the ability to work under pressure and high volume environment within tight deadlines and cut-off
Fluent in speaking, reading & writing skills in both English & Chinese Mandarin
Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
Ability to multi-task, identify priorities, work independently and excellent execution mentality
Proficient with MS Office (Excel, Word, PowerPoint etc.). Data-driven professional with expertise in data analytics tools or automation skills would be a plus (Alteryx, Tableau, VBA etc.)