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.
As a BACA Documentation Team Manager within the Commercial & Investment 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. You 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 documentation
Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners
Manage internal partner and client expectations and understanding and exhibit ownership of onboarding experience and ensure client satisfaction
Maintain a client-first culture among the team through open dialogue, encouragement of feedback, and attracting and/or retaining superior talent
Build and maintain strong relationships with key internal business partners in Relationship Management, Sales, Service, Operations and Product Management
Work with partners in Operations and Product Management to streamline processes
Foster a culture of teamwork and respect with partners and within CBCO
Develop, scope, and execute on internal initiatives as assigned
Utilize management reports and metrics to ensure success in meeting team objectives
Oversee team employee adherence to policies and procedures and manage team capacity and proactively manage expenses
Maintain awareness of business risk and ownership of issues when they arise
Required qualifications, capabilities, and skills :
Minimum 3 years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation @types
Experience in coaching or mentoring employees and proven ability to successfully manage conflict
Excellent attention to detail
Experience in risk awareness and skills to develop and ensure quality program set-ups
Excellent verbal, written, interpersonal, and organizational skills
High level risk awareness and judgement and reasoning skills
Strategic thinking with the ability to adapt to and drive change
MS Office Suite experience and comfort in using technology such as WebEx, Zoom, and other collaboration tools for enhanced client discussions
Strong presentation and negotiating skills
Demonstrated team building skills and ability to work in a team environment
Ability to recruit, retain, and develop talented team members across their career journey
Preferred qualifications, capabilities and skills
Paralegal or Juris Doctor certificate
Understanding and previous experience working with Blocked Account Contract Agreements
Experience in financial services, with a preference in Corporate/Commercial Banking
Knowledge of the Risk and Control Self-Assessment framework and testing
Ability 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 more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final job grade and offer 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
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Chicago,IL $95,500.00 - $153,000.00 / year
