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 Documentation Specialist within the Digital Documentation Services Operations team, you will be responsible for coordinating all aspects related to Wholesale Payments client end-to-end account documentation management. This includes client onboarding, account maintenance, account closure, and other account/product related services. You will have the opportunity to work with the latest technology to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with us. This role requires a detail-oriented team member who can work under pressure in a high volume environment and meet tight deadlines.
Job 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 Signor 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 Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework 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 Provide operational support to supply audit / compliance / regulator with query handling, documentation, analysis as required.
Required qualifications, capabilities, and skills
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 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 Bachelor’s degree or above Proficient with MS Office (Excel, Word, PowerPoint etc.). Experience in data analytics tools would be a plus (Alteryx, Tableau etc)