JOB DESCRIPTION
DDS Consumer Banking Create prepares legal document packages for client maintenance requests supporting North America/Canada locations.
As a Reference Data Associate within Digital Document Services (DDS) Corporate Banking Create, you oversee the review of legal documentation and the capture of key economic and non-economic parameters into JPMorgan Chase systems to support client maintenance. You are accountable for line-of-business metrics, internal service level agreements, and escalations, while partnering with Back Office, Middle Office, Legal, Client Service, and global teams to deliver accurate and well-controlled outcomes. You lead strategic initiatives and continuous improvement efforts by redesigning processes with Operations and Technology partners, ensuring regulatory compliance and fostering a strong performance-promoten culture.
Job Responsibilities
- Monitor workflow and support Team Leaders to ensure equitable work distribution and stable daily delivery.
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Manage internal SLAs and communicate performance to stakeholders through reporting and scorecards.
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Resolve escalations in a time-bound manner, providing regular updates to senior management on BAU and projects.
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Coordinate with internal partners (e.g., Legal, Client Service professionals) to resolve disputed points within defined timeframes.
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Strengthen process controls to ensure accuracy and compliance with applicable regulatory rules.
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Act as a subject matter expert supporting strategic documentation programs and tactical project initiatives.
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Plan capacity and contingencies, presenting metrics and insights in operations forums and driving continuous improvement initiatives.
Required qualifications, skills and capabilities
- MBA (Finance) with 8+ years experience, or Graduate/Post-Graduate with 8+ years operations experience
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Strong knowledge of global bank operating environments, including management/external reporting, and investment banking processes and systems
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Proven people leadership and matrix partnership capability, including recruiting, coaching, mentoring, and developing high-performing teams
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Strong MS Office proficiency (Outlook, PowerPoint, Excel, Word, Access, Project) with excellent communication and ability to deliver under tight deadlines
Preferred qualifications, skills and capabilities
- Experience leading strategic process redesign and continuous improvement initiatives with Operations and Technology teams
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Experience owning controls uplift and governance routines to deliver high accuracy and regulatory compliance
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Demonstrated capability producing executive-ready reporting, capacity planning, and performance narratives for senior forums
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Flexibility to work shifts overlapping with US office hours and manage time-sensitive deliverables across regions
ABOUT US
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 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.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
