Financial Documentation Specialist

Company: Financial Services - Corporate Investment BankTitle: Financial Documentation SpecialistLocation: Chicago, ILHours: Business - Hybrid scheduleJob 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.Day to day you will be: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 needsManaging client and internal expectations with a continued drive to exceed expectationsInteracting with clients, answering client questions and working with clients to minimize documentation requirementsRepresenting the team as the Documentation Specialist on your assigned implementationsCollaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experienceOwning your role and feeling empowered to escalate when support is needed to remove obstacles to successPreferred qualifications, skills and capabilities:Proven ability to independently identify issues, analyze problems and provide viable solutionsExcellent verbal and written communication skillsTime management and organizational skillsExperience in financial services, if possible CorporateCommercial BankingExcellent attention to detailStrong client focus and ability to partner with various internal groups and client coverageDexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Created: 2024-11-01