Client Documentation Team Lead

Job Description

Lead a team of five (5) to ten (10) BACA Documentation professionals who own the new and existing client documentation process for all lines of business across the bank.

Job Summary

As a BACA Documentation Team Manager within the Commercial Bank you will be responsible for leading and managing an experienced documentation team that is responsible for the research and preparation of all documents, Treasury Service products, and services required in relation to the BACA product for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation. The Manager will serve as a point of escalation for the team, ensure timely resolution of client documentation issues and be responsible for the overall success of the team by coaching and mentoring.

Job Responsibilities

Lead a team responsible for BACA documentation management, negotiation oversight, execution and administration of client documentationEstablish structure to ensure continual learning and alliance with Legal partners and other internal business partnersExhibit ownership of onboarding experience and ensure client satisfactionMaintain a client-first culture among the team through open dialogue, encouragement of feedback, and attracting and/or retaining superior talentBuild and maintain strong relationships with key internal business partners in Relationship Management, Sales, Service, Operations and Product ManagementWork with partners in Operations and Product Management to streamline processesFoster a culture of teamwork and respect with partners and within CBCODevelop, scope, and execute on internal initiatives as assignedUtilize management reports and metrics to ensure success in meeting team objectivesOversee team employee adherence to policies and procedures including managing team capacity and expenses Maintain awareness of business risk and ownership of issues when they arise

Required Qualifications, Capabilities And Skills

Bachelor of Arts/Bachelor of Science degree and 3+ years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation typesExperience in coaching or mentoring employees and proven ability to successfully manage conflictExcellent attention to detailExperience in risk awareness and skills to develop and ensure quality program set-upsExcellent verbal, written, interpersonal, and organizational skillsStrategic thinking with the ability to adapt to and drive changeMS Office Suite experience Strong presentation and negotiating skillsDemonstrated team building skills and ability to work in a team environmentAbility to recruit, retain, and develop talented team members across their career journeyComfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred Qualifications, Capabilities And Skills

Paralegal or Juris Doctor certificateUnderstanding and previous experience working with Blocked Account Contract AgreementsExperience in financial services, with a preference in Corporate/Commercial BankingKnowledge of the Risk and Control Self-Assessment framework and testingAbility to provide quantifiable management reporting

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and moreHelp the community through expansive volunteer opportunitiesJoin one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting

Some travel may be required (10%) to visit clients and internal partners

Please note this role is not eligible for employer immigration sponsorship

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About The Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.