Client Documentation Team Lead

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 SummaryAs 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 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

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

Maintain awareness of business risk and ownership of issues when they arise

Manage team capacity and proactively manage expenses

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 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

Judgment and reasoning skills

Strategic thinking with the ability to adapt to and drive change

MS Office Suite experience

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

Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

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 officer title will be determined at time of offer and may differ from this postingSome travel may be required (10%) to visit clients and internal partnersPlease note this role is not eligible for employer immigration sponsorshipJPMorgan 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