JPMorgan Project Specialist 

Philippines 

502026071

The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Responsibilities

• Reviewing and understanding the Client request
• Manage the account opening and client documentation workflow from creation, review, & signature validation
• Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix
• Performs required research for a product set-up and account opening to assess documentation requirements
• Manage activities through heavy phone work with external clients and internal business partners
• Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository.
• Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification
• 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
• Review & Authentication of Mandates into the respective platform
• Recording your observations & escalate wherever necessary
• Identifying items which needs Remediation & Amendments.
• Identifying gaps/exceptions and recommending possible solutions.
• Reporting/MIS

Qualifications

• Graduates with minimum of 2 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Ability to review and analyze information from multiple sources and determine relevancy
• Exceptional verbal and written communications skills. Communication is Paramount.
• Excellent comprehension and observation skills
• Knowledge of TS & CB Products and Operations will be an added advantage.
• Logical & analytical skills
• Aptitude to work with numbers and deadlines.
• Proactive approach
• Ability to grasp/learn new products/audits which are currently not in scope.
• Good PC skills including Microsoft office products (Excel, Word, Power point)
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
• Demonstrate creative problem solving and solid judgment/decision making
• Strong client focus and ability to partner with various internal groups and client coverage
• Independent, self-motivated with an ability to adapt and be flexible in a team environment