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JPMorgan Contract Administrator – Blocked Account Contracts 
Philippines, Quezon City 
966506951

15.04.2025

Join our Commercial Bank Client Onboarding group as a Documentation Specialist, where you will be responsible for researching and preparing all documents required for account opening, products, and services for our commercial customers. This role involves educating clients and internal partners on the requirements of authorization and Treasury Services product documentation.

Job Summary:

As a Documentation Specialist (Contract Administrator) within our Client Services team, you will be responsible for managing the workflow of account opening and client documentation, ensuring it aligns with the Bank's legal guidelines and standards. You will collaborate closely with both external clients and internal business partners, overseeing documentation throughout its life cycle to ensure client satisfaction and adherence to service level agreements.

Job Responsibilities:

  • Manage the account opening and client documentation workflow from creation to execution.
  • Oversee the documentation process for external clients and internal business partners.
  • Conduct research for product setup and account opening to assess documentation requirements.
  • Ensure documentation conforms to legal guidelines, policies, and standards.
  • Manage implementation issues, escalations, and error resolution to meet deal deliverables.
  • Demonstrate creative problem-solving and solid judgment in decision-making.
  • Adhere to policies and procedures, meeting or exceeding service level agreements.
  • Maintain awareness of risks in processes and escalate issues as needed.
  • Establish clear timelines and manage documentation requirements to ensure client satisfaction.
  • Communicate status updates and manage internal communication effectively.

Required Qualifications, Skills, and Capabilities:

  • Minimum three years of experience or knowledge in legal documentation and account products.
  • Ability to review and analyze information from multiple sources.
  • Proven ability to identify issues, analyze problems, and provide solutions.
  • Excellent verbal and written communication skills.
  • Proven ability to manage conflict successfully.
  • Strong time management and organizational skills.
  • Working knowledge of risk factors impacting products and industries.
  • Ability to multi-task effectively and leverage internal resources.
  • Excellent attention to detail and strong client focus.

Preferred Qualifications, Skills, and Capabilities:

  • BA/BS degree; Paralegal or Juris Doctor certificate preferred.
  • Experience in financial services, preferably Corporate/Commercial Banking.