Oleatha Alexander

Lansing, IL *****. 773-***-****. ad49pz@r.postjobfree.com

Accomplished 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 EXPERIENCE

JPMorgan Chase Chicago, IL

Wealth Management — US Operations and Fiduciary Support Services 2016 - 2020

Document Review Specialist

●Key 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 - 2016

Documentation Specialist

●Assessed 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 - 2013

Analyst

●Managed 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 - 2006

Account Documentation Specialist

●Conducted 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 Skills

Microsoft 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.

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