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Commercial Bank - Documentation & Workflow Management Team Lead - WLS (Chicago, IL)

Req #: 170119184
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
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 world’s most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & 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.

As a Documentation & Workflow Management  Team Lead, your responsibilities would include:
  • Performs Documentation and Workflow Management  functions as needed(i.e. receive and sort mail, Identify collateral documents  and ensure all liens are perfected, Prepping/Scanning, Handle incoming Payments and Payoffs, Coordinate Retrieval and pick up files with Iron Mountain, Operate and maintain high speed Kodak scanners ).
  • Monitors productivity, volumes, and SLA’s
  • Prepare physical loan documents for scanning/ imaging,
  • Provide mentoring, training, and assistance with new and existing team members
  • Communicate and reinforce policies and procedures 
  • Research and respond to internal and external requests
  • Represent team/supervisor on internal and/or market calls
  • Meet and exceed established Service Level Agreements
  • Provide ongoing feedback to supervisor on team and offer process improvements and suggestions
  • Manage team's workflow and escalations in supervisor's absence
  • Assist with outside BAU projects and remediation
  • 2-3 years of prior loan operations experience in a banking or financial services industry, preferred
  • Prior experience with processing legal loan documentation, preferred
  • Proficient in Microsoft Office applications
  • Ability to interpret standard reports and forms
  • Excellent interpersonal and written/verbal communication skills
  • Exceptional customer service skills
  • Ability to effectively multi-task and prioritize workloads while working within tight service levels
  • Strong organizational and time management skills
  • Demonstrate attention to detail and accuracy with completed work
  • Ability to work independently and in a group setting to ensure team’s objectives are met
  • Innovative/Solutions Oriented
  • Commercial Loan systems knowledge including, but not limited to, Aurora, CLW, and/or iCRD
  • Ability to partner effectively and foster a positive work environment
  • An undergraduate or graduate school degree or experience that would demonstrate the capability to perform the duties of the position.
Additional hours and/or mandatory overtime may be required during peak volume periods and based on performance.
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