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JPMorgan Commercial Banking International Onboarding 
Philippines, Quezon City 
483010685

25.06.2024

Job Summary:

As part of the Commercial Banking International Onboarding Document Management Team (CBIO DMT) group, you will be responsible in supporting Implementations team through review, validation, approval & storing of account opening related documents.

You will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Job Responsibilities:

  • Reviewing and understanding the Client request; Namely;
    Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix; 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
  • Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements. Thereby exhibiting ownership of on-boarding experience and client satisfaction.
  • Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution. Such as, recording your observations & escalate wherever necessary.
  • Demonstrate creative problem solving and solid judgment/decision making.
  • Diligent awareness of risks in our processes in a timely manner
  • Manage activities through heavy phone work with clients and business partners.
  • Identifying items which needs Remediation & Amendments.
  • Identifying gaps/exceptions and recommending possible solutions.
  • Reporting/Management Information System (MIS)
  • Project Management.

Required Qualifications, Capabilities, and Skills:

  • Graduates with minimum of 5 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
  • 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)
  • 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

Preferred Qualifications, Capabilities, and Skills:

  • Knowledge of Treasury Services (TS) & Commercial Banking (CB) Products and Operations will be an added advantage.