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CIB Documentation Management Operations WLO-Brooklyn-Analyst

Job Description

Job Description
Responsible for the input and retrieval of loan documentation from the document retention database and warehouse. Resolves routine questions & problems that may arise while imaging documents into system. Works under general supervision on work, projects and tasks with regular review of progress and results. Maintains various pending reports.
Typical Job Duties:
  • Receive IB Whole Sale Loan Collateral Documentation (hard copy and electronic)
  • Research Customer/Deal Information for Collateral Documentation received
  • Scan/import documentation to appropriate client and Deal ID and organize documentation to be stored at WSS or Iron Mountain
  • Communicate with client counsel regarding IB Whole Sale Loan procedures and processing
  • Monitor the IB Collateral Services Mailbox
  • Release Possessory Collateral held by JPMC ( notes, membership certificates, and stock) along with other collateral pieces being held such as Credit Agreements upon request
  • Initiate Maintenance of Collateral Holds/ DDA Accounts for IB Clients ( Holds, releases, increases and decreases)
  • Retrieval and Retention of Boxes from Iron Mountain
  • Provide Bankers and Counsel with Collateral Listings and PDF’s upon request
  • Minimum 1-3 years banking experience.
  • Bachelors Degree or equivalent required
  • Paralegal Certificate preferred
  • Knowledge of corporate documentation, terminology, and legal concepts and procedures.
  • Demonstrated self-motivation, initiative and strong customer focus
  • Excellent verbal, written, interpersonal and organization skills.
  • Detail oriented and methodical
  • Proven ability to independently identify, analyze and resolve issues.
  • Ability to report on volume and metrics for records indexed.
  • Ability to work well under pressure, exercise good judgment, meet deadlines and manage multiple tasks.
  • Proven problem solving and critical thinking skills
  • Ability to work independently and in a team environment.
Req #: 160047370
Location: Brooklyn, NY US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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