Document Processor Advanced (>6 years)
BC Forward
Job Info
Document Processor Advanced (>6 years)
Job Title:
Location: Chicago, IL 60603
Duration: 12 months contract
Rate: $32.41/ hr on W2
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
- Paralegal or Juris Doctor certificate
- Proven ability to independently identify issues, analyze problems and provide viable solutions
- Excellent verbal and written communication skills
- Time management and organizational skills
- Experience in financial services, if possible Corporate/Commercial Banking
- Excellent attention to detail
- Strong client focus and ability to partner with various internal groups and client coverage
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Job Snapshot
Employee Type
Contractor
Location
Chicago, IL (Onsite)
Job Type
Accounting, Automotive, Business Development
Experience
Not Specified
Date Posted
11/27/2024
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