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Candidate's Name
Lansing, IL Street Address . PHONE NUMBER AVAILABLE EMAIL AVAILABLEAccomplished Document Review Specialist with a history of success and experience in Treasury Service legal document review, research, training, reporting and process improvement. Known for strong problem solving and relationship building skills and the ability to work as part of a team or independently.PROFESSIONAL EXPERIENCEJPMorgan Chase Chicago, ILWealth Management  US Operations and Fiduciary Support Services 2016 - 2020Document Review SpecialistKey participant in firm-wide remediation efforts to uplift and update client reference data consistent with supporting documentation on file.Audit fully executed client assessment forms used to create a client investment suitability profile as part of a massive initiative to re-paper 100K clients.Navigate document repositories to find, interpret and update account level information within strategic system tools to empower properly authorized entities as part of line of business wide project to digitize global authorities.Subject-matter expert on the validity and interpretation of account-opening documentation including Certificates of Trust, Entity Resolutions, Powers of Attorney, Tax documentation, and KYC.Document Management Organization  Document Solutions 2013 - 2016Documentation SpecialistAssessed Large Corporate, Financial Institution and Commercial Banking Legal Documentation to interpret and update account level information within strategic system tools to empower proper authorized entities.Aided internal business partners to develop a process for finding, handling, tracking, and correcting discrepancies between the documents and bank systems.Educated new hires and supplied general overviews to the Banks internal business partners regarding the process.Established Workflow Coordinator for the North America and Bangalore teams via Outlook.Aided in the resiliency testing for quarterly application of Enterprise Releases.Global Contract Management  Document 2006 - 2013AnalystManaged the Bank's Authorized Legal Documents for imaging.Executed client assessment forms from clients and internal management.Interpreted client needs and business requirements affecting legal agreements.Collaborated closely with Customer Service and Implementation Consultants regarding documentation for external customers.National Legal Documentation - 1990 - 2006Account Documentation SpecialistConducted prompt and thorough analysis of legal documentation for deposit accounts.Interacted and corresponded with clients to advise of documentation requirements.Established strong relationship with business partners to manage the client's legal documents.Technical SkillsMicrosoft Office, Word, Excel, FSD, Deal Manager, Enterprise Image Viewer, Customer, CKC, Customer Assist, Document Information Management System (DIMS), SKYC, Global Documents, WorkStation, Party Central & Connect.