Coordinate all commercial document preparation activities through HotDocs * Work jointly with ... Asset Management provides individuals, advisors and institutions with strategies and expertise that ...
Coordinate all commercial document preparation activities through HotDocs * Work jointly with ... Asset Management provides individuals, advisors and institutions with strategies and expertise that ...
Cloud Application Solutions Specialist (IT Analyst II)
San Francisco, CA · Hybrid
$95K - $127K/yr
Use form and document automation tools such as DocuSign, Salesforce Forms, and/or HotDocs to ... and management. * 2+ years of experience developing low-code solutions using platforms like ...
Cloud Application Solutions Specialist (IT Analyst II)
San Francisco, CA · Hybrid
$95K - $127K/yr
Use form and document automation tools such as DocuSign, Salesforce Forms, and/or HotDocs to ... and management. * 2+ years of experience developing low-code solutions using platforms like ...
Job duties and responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Job duties and responsibilities With direction from the Document Automation Manager, consult with ... HotDocs) and/or familiarity with transactional document deconstruction and analysis tools.
Business Lending Operations Specialist III
Phoenix, AZ · On-site
$27.32 - $34.15/hr
Manages tax reporting with third-party provider. Manage delinquent tax notifications with ... Experience preferred with document preparation systems (e.g., LaserPro, HotDocs, or similar)
Business Lending Operations Specialist III
Phoenix, AZ · On-site
$27.32 - $34.15/hr
Manages tax reporting with third-party provider. Manage delinquent tax notifications with ... Experience preferred with document preparation systems (e.g., LaserPro, HotDocs, or similar)
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
Senior Leasing Assistant
Walnut Creek, CA · On-site
$19 - $25.25/hr
Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...
About NetLaw NetLaw is a tech-enabled estate planning platform serving wealth management firms ... HotDocs, Gavel, Pathagoras, XpressDox, or another enterprise document automation platform.
Quick apply
About NetLaw NetLaw is a tech-enabled estate planning platform serving wealth management firms ... HotDocs, Gavel, Pathagoras, XpressDox, or another enterprise document automation platform.
Collaborate with attorneys, product managers, and engineers to clarify requirements and proactively ... HotDocs, Gavel, Pathagoras, XpressDox, or another enterprise document automation platform.
New
Quick apply
Collaborate with attorneys, product managers, and engineers to clarify requirements and proactively ... HotDocs, Gavel, Pathagoras, XpressDox, or another enterprise document automation platform.
New
Manager Hotdocs information
What are the key skills and qualifications needed to thrive as a Manager Hotdocs, and why are they important?
To thrive as a Manager Hotdocs, you need expertise in document automation, strong project management abilities, and a background in legal or business processes, often supported by a relevant degree. Proficiency in HotDocs software, familiarity with document management systems, and sometimes certifications in legal technology are typically required. Excellent communication, leadership, and problem-solving skills are vital for coordinating teams and translating complex requirements into automated solutions. These skills ensure efficient document workflow, minimize errors, and support organizational productivity in document-intensive environments.
What are some typical challenges faced by a Manager Hotdocs when implementing document automation solutions across an organization?
As a Manager Hotdocs, one common challenge is ensuring seamless integration of the Hotdocs platform with existing document management and workflow systems. You may also encounter resistance to change from team members who are accustomed to manual processes, requiring strong communication and training skills. Additionally, maintaining data security and compliance during automation is essential, and collaborating with IT, legal, and business units is often necessary for successful adoption. Staying updated with the latest features and updates from Hotdocs can further help in optimizing document automation strategies.
What is the difference between Manager Hotdocs vs Document Specialist?
| Aspect | Manager Hotdocs | Document Specialist |
|---|---|---|
| Credentials | Typically requires experience with Hotdocs software, possibly a related degree in business or IT | Often requires proficiency in document management and editing, with certifications in document software |
| Work Environment | Leads teams, manages workflows, and oversees document automation projects | Focuses on creating, editing, and managing documents within organizations |
| Industry Usage | Common in legal, insurance, and financial sectors | Used across various industries for document preparation and management |
The main difference is that a Manager Hotdocs oversees the implementation and management of Hotdocs automation systems, while a Document Specialist focuses on creating and editing documents, often using Hotdocs or similar tools. The manager has leadership responsibilities, whereas the specialist is more hands-on with document production.
What is a Manager Hotdocs?
A Manager Hotdocs is a professional responsible for overseeing the implementation, customization, and maintenance of HotDocs, a document automation software widely used in legal and business environments. They manage template development, ensure compliance with organizational standards, and support users in maximizing efficiency through automated document generation. The role often includes training staff, troubleshooting technical issues, and collaborating with IT or legal teams to streamline document workflows. Manager Hotdocs may also be involved in integrating HotDocs with other software systems to optimize business processes.
What cities are hiring for Manager Hotdocs jobs? Cities with the most Manager Hotdocs job openings:
What are the most commonly searched types of Hotdocs jobs? The most popular types of Hotdocs jobs are:
What states have the most Manager Hotdocs jobs? States with the most job openings for Manager Hotdocs jobs include:
Full-time
Medical, Retirement
Posted 9 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
The Credit Support Specialist coordinates activities between the market, the Underwriter, and other areas of Wholesale Lending Serves (WLS). Activities include the handling of executed commercial loan documentation, loan booking and funding, and collateral release amongst other activities.
Commercial Loan Documents
- Coordinate all commercial document preparation activities through HotDocs
- Work jointly with Underwriter, coordinate document preparation activities involving outside counsel
- Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches
- Ensure completeness of loan package and forward to WLS partner
Post Closing Activities
- Route loan documentation to WLS partners for booking and funding
- Coordinate the application of fees collected in conjunction with closing and identify missing fees for follow-up with the market
- Follow up directly with customers, Bankers, Underwriters and attorneys to clear documentation exceptions
- Coordinate with WLS partners to correct any errors made in on-boarding credit facilities to the loan systems.
- Coordinate with WLS partners for the release, substitution or addition of collateral
Experience:
- College degree or equivalent experience
- Minimum of 4 years' experience in commercial loan operations or a credit/lending environment
- Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Knowledge of commercial credit products
- Knowledge of credit and commercial loan systems.
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
What JPMorgan Chase & Co. employees say
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US