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Commercial Banking -Documentation Team Manager

Req #: 170110825
Location: Chicago, IL, US
Job Category: Account Servicing
Potential Referral Amount: 0 US Dollar (USD)
Commercial Banking
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
The goal of the Commercial Banking Client On-boarding (CBCO) Documentation Management Team is to ensure a best in class seamless experience with our clients when legal documentation is required as part of the on-boarding process.  The team is responsible for end to end documentation management, supporting/educating business partners and working closely with Legal/Compliance/Risk to meet all regulatory requirements in a controlled environment. 
The CBCO group is seeking a Documentation Manager who will manage a team that is 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 .The Documentation Manager will serve as a point of escalation for the team, ensure timely resolution of client documentation issues and be responsible for the overall success of the team by coaching and mentoring.
Core Responsibilities:
  • Leads a team responsible for account openings, negotiation oversight, execution and administration of client documentation
  • Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners
  • Review mandated deal structures and resolve conflict by partnering with internal business partners
  • Manage internal partner expectations and understanding
  • Exhibit ownership of on-boarding experience and ensure client satisfaction
  • Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
  • Build and maintain strong relationships with key internal business partners in Relationship Management, Sales, Service, Operations and Product Management
  • Work with partners in Operations and Product Management to streamline processes
  • Foster a culture of teamwork with partners and within CBCO
  • Develop, scope and execute on internal initiatives as assigned
  • Utilize management reports and metrics to ensure success in meeting team objectives
  • Oversee employee team adherence to policy and procedures
  • Awareness of business risk and ownership of issues when they arise
  • Manage team capacity and proactively manage expenses
  • Some Travel required (5%) to visit clients and internal partners
 
Qualifications:
 
  • Minimum 5 years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation types
  • Minimum 2 years of management experience
  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Excellent verbal, written, interpersonal and organizational skills
  • High level risk awareness
  • Judgment and reasoning skills
  • Strong presentation and negotiating skills
  • Demonstrated team building skills and ability to work in a team environment
     
  • BA/BS degree
  • Paralegal or Juris Doctor Certificate
  • Experience in financial services, if possible Corporate/Commercial Banking
  • Knowledge of the Risk and Control Self Assessment framework and testing
  • Ability to provide quantifiable management reporting
  • Excellent attention to detail
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