Client Documentation Blocked Account Contract Specialist

4 weeks ago

Chicago, United States JPMorgan Chase Full time
Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Implementations Team.

As a Blocked Account Contract Specialist within the Commercial Bank, you will work with external clients and lenders, internal partners, and the Blocked Accounts Team to ensure all required documentation is on hand for new or updated client accounts. You will be responsible for the research and preparation of all documents required for account opening, products and services 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.

Job Responsibilities:

  • Own & manage a pipeline of active negotiations with clients and lenders.
  • Manage client and internal partner expectations with a continued drive to exceed expectations.
  • Use of workflow tools to engage various partners across the business to deliver both technical and operational pieces of the solution.
  • Build and maintain strong relationships with internal business partners across our Sales, Legal, Product, and Middle Office organizations.
  • Contribute to a culture of teamwork and partnership across all Firm interactions.
  • Escalate risk events appropriately and in a timely fashion.


Required Qualifications, Skills and Capabilities:

  • Bachelor of Arts/Bachelor of Science degree.
  • Keen attention to detail with excellent verbal/written communication skills.
  • Relevant experience or knowledge of legal documentation and account products.
  • Proven ability to independently identify issues, analyze problems and provide viable solutions with the ability to review and analyze information from multiple sources and determine relevancy.
  • Ability to multi-task effectively and exhibit time management skills.
  • Leverage internal resources with strong client focus and ability to partner.
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services, if possible Corporate/Commercial Banking/


Preferred Qualifications, Skills and Capabilities:

  • Paralegal or Juris Doctor certificate


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 employee


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

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/Veteran

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.

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