JM&A Group · 1 day ago
Forms Analyst
Miami-FTL Area
Full-time
Hybrid
Entry, Mid LevelJM&A Group is focused on operational excellence and product form development. The Forms Analyst plays a critical role in ensuring the integrity of product forms and materials while serving as a liaison between teams and partners to optimize processes and enhance customer experience.
Business DevelopmentCorporate TrainingInsuranceTraining
Responsibilities
Own the lifecycle of JM&A product forms and materials, including creation, modification, approval routing, lender filings, and system setup
Demonstrated willingness to develop and maintain a strong understanding of assigned products, including actively engaging in ongoing learning and staying informed about product updates and features
Ensure all forms meet product compliance standards and lender minimum business requirements before submission and implementation
Utilize Adobe InDesign and related tools to design and typeset product forms, ensuring brand consistency and compliance
Submit forms for lender approval and maintain compliance documentation
Generate and analyze monthly reporting to inform inventory and product decisions
Collaborate cross-functionally with the Product Owner, Sales Support, Account Acquisition, Legal & Compliance, Pricing, and Claims to ensure alignment on product requirements
Actively contribute to product development initiatives, providing operational insights and recommendations for process improvements
Continuously evaluate workflows to identify automation and efficiency opportunities
Qualification
Required
Bachelor's degree or equivalent experience
Strong organizational, time management, and prioritization skills with a proven ability to meet deadlines in a fast-paced environment
Detail-oriented with a process-driven mindset and a passion for operational excellence
Demonstrated ability to manage multiple projects independently while maintaining high-quality standards
Exceptional communication skills—both written and verbal—with the ability to influence and collaborate across departments and external vendor partners and lenders
Technology-savvy with proficiency in JM&A systems (SalesConnect, Gateway, Mainframe, SharePoint, Ariba, Quantum) and Microsoft Office Suite
Experience with Adobe InDesign; Adobe Certified Associate (ACA) preferred
Strong analytical and problem-solving skills; ability to assess downstream impacts and cycle times
Proven ability to build and maintain productive relationships with internal and external stakeholders
Familiarity with regulatory compliance and lender business requirements related to product forms is highly desirable
Preferred
Experience with Adobe InDesign; Adobe Certified Associate (ACA) preferred
Familiarity with regulatory compliance and lender business requirements related to product forms is highly desirable
Company
JM&A Group
JM&A Group focuses on accelerating the performance of each area in your dealership through seamless strategies.
Founded in 1978
501-1000 employees
H1B Sponsorship
JM&A Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Elliot Schor
Chief Financial Officer & Vice President
Jason Tse
CFO
Recent News
2026-01-22
GlobeNewswire News Room
2025-01-14
Company data provided by crunchbase