Document Processor

1 week ago

Chicago, United States BCForward Full time
Job DescriptionJob Description

This role works directly with clients, Bankers, Sales, Service and KYC to open Commercial Bank accounts, provide clients with legal documentation and ensure certain firmwide and regulatory requirements are met.

What you will need to be successful-

  • Passion for delivering a consistent, stellar client and partner experience
  • Controls minded with exceptional attention to detail
  • Motivation to set the appropriate expectations with every engagement
  • Aptitude to operate in a fast-paced, dynamic environment
  • Ability to clearly communicate, partner and influence - leading others to a common goal
  • Ability to think creatively and strategize
  • Excellent critical thinking skills and ability to identify and resolve issues
  • Ability to develop subject expertise to support client and internal partners questions
  • Appreciation for being a ‘keeper of our brand’

Ultimately you will own our Client’s Onboarding documentation experience. This includes:

  • Owning the research, creation, validation and negotiation oversight of client documentation for account opening
  • Leverage critical thinking skills to customize, streamline, and solution account and documentation needs
  • Managing client and internal expectations with a continued drive to exceed expectations
  • Interacting with clients, answering client questions and working with clients to minimize documentation requirements
  • Representing the team as the Documentation Specialist on your assigned implementations
  • Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experience
  • Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success

Preferred qualifications, skills and capabilities:

  • Bachelor of Arts/Bachelor of Science degree
  • Juris Doctor certificate preferred
  • Paralegal Certificate
  • Proven ability to independently identify issues, analyze problems and provide viable solutions
  • Excellent verbal and written communication skills
  • Time management and organizational skills
Company DescriptionAbout BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer. All qualified applicants willCompany DescriptionAbout BCforward:\r
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r
\r
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r
\r
BCforward is an equal opportunity employer. All qualified applicants will

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