As a Documentation Specialist in Digital Document Services team, you'll be responsible for coordinating all aspects related to 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 research 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.
Qualifications
- At least 3 years working experience in back-office operations or account/cash operations of bank/financial industry
- Strong operational knowledge
- Account/Payment product management experience 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
- Bachelor’s degree or above