RESPONSIBILITIES:
Kforce has a client in Chicago, IL that is seeking a Documentation Specialist. Summary: The Documentation Specialist will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation. Core Responsibilities:- Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution
- Manage the documentation process for external clients and internal business partners throughout the documentation life cycle
- Manage activities through heavy phone work with external clients and internal business partners
- Performs required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
- Ensure documentation conforms to the company's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
- Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
- Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
- Exhibit ownership of on-boarding experience and client satisfaction
- Ownership of internal communication and status updates
REQUIREMENTS:
- Minimum 3 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
- Ability to review and analyze information from multiple sources and determine relevancy
- Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions
- Excellent verbal and written communication skills
- Proven ability to successfully manage conflict * Time management and organizational skills
- BA/BS degree
- Paralegal or Juris Doctor certificate
- Experience in financial services, if possible Corporate/Commercial Banking
- Working knowledge of risk factors that may impact specific products and industries
- Ability to multi-task effectively and leverage internal resources
- Excellent attention to detail
- Strong client focus and ability to partner with various internal groups and client coverage
- Independent, self-motivated with an ability to adapt and be flexible in a team environment
- Demonstrate creative problem solving and solid judgment/decision making
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
- Diligent awareness of risks in processes in a timely manner
- Exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner
Company:Kforce Finance and AccountingLocation:Chicago - Illinois - United StatesJob Types:ContractPost Date:October 29, 2021Valid Through:November 28, 2021