CIB Agreement Review and Digitization Specialist

Job Title:Agreement Review and Digitization Specialist

About this role:

Seeking to add a team member responsible for reviewing and digitizing documentation related to derivatives, financing and regulatory agreements for the Commercial Banking and Markets divisions within the Corporate and Investment Bank. Responsible for providing support for the Markets Negotiation Team that negotiates financing and derivative related master agreements, including ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements. The role includes ensuring agreements and ancillary documents are executed in accordance with regulatory and/or bank requirements and identifying any discrepancies. In addition, the role is responsible for digitizing agreement terms for select businesses in the bank's system of record.

In this role, you will:

• Participate in support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system of record. Any issues identified are raised to the Negotiator or their support team.
• Assist in responding to requests which may include research to resolve any issues, escalating requests to the appropriate individual or team
• Team responsible for ensuring internal controls are performed in relation to regulatory disclosures and completion of regulatory documentation prior to trading
• Review executed agreements for front office businesses and digitize key agreement terms in the bank's system of record. Agreement types include long-form confirmations, credit agreements, guarantees and formation documents.
• Assist with special projects and gathering data to assist with resolution of issues in areas that may normally be outside of the Team's daily responsibilities.
• Collaborate and consult with peers, colleagues, the Legal Department and managers to resolve issues and achieve goals
• Present recommendations and provide subject matter expertise for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives.

• Work with Business partners to understand their requirements around documentation digitization of agreement terms in the bank's system of record including collaborate and consult with the business, peers, the Legal Department and managers to resolve issues and achieve goals
• Work with agreement types include long-form confirmations, credit agreements, guarantees and formation documents.
• Create digitization guides to provide step-by-step instructions for other team members and train other team members on any new agreement types
• Assist in responding to requests which may include research to resolve any issues, escalating requests to the appropriate individual or team
• Assist with special projects and gathering data to assist with resolution of issues in areas that may normally be outside of the Team's daily responsibilities.
• Participate in support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system of record. Any issues identified are raised to the Negotiator or their support team.
• Present recommendations and provide subject matter expertise for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives

• 2+ years with investment documentation within Commercial Banking and/or Capital Markets including trading agreements, guarantees, letters of credit, purchase agreements and subscription agreements.

• Experience with multiple types of trading/financing documentation: ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements.
• Recording of agreement terms and quality control of data input on Capital Markets or Commercial Banking agreements.
• Experience with digitization of markets documentation
• Experience with credit loan terms a plus
• Experience presenting findings and consultation to Senior Leaders.
• Strong verbal, written and interpersonal skills. Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint skills)
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and global environment.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement