Transactions Specialist I - Mail Room - 1st Shift
J.P. Morgan
United States · Binghamton, NY, USA · New York, NY, USA
Do you take pride in accuracy, controlled processes, and keeping operations running smoothly? As part of JPMorganChase's Receivables Operations team, your work as a Lockbox Operations Associate directly safeguards client mail integrity and ensures timely, accurate processing of critical financial documents. This is your opportunity to play an essential role in a structured, high-accountability environment.
As a Lockbox Operations Associate in Receivables Operations – Lockbox Operations, you will support the full lifecycle of lockbox mail handling, from receiving and securing incoming mail to reconciling and preparing outbound client return packages. Your attention to detail and adherence to controlled procedures will be essential to maintaining accurate reporting and protecting sensitive client information. This role offers a dynamic, production-based environment where your reliability and precision make a direct impact every day.
Job responsibilities
- Receive and secure incoming mail, including first-class and courier/company packs, maintaining required controls from delivery through secure placement in the mailroom.
- Perform dual-control intake steps, including verifying delivery ID, counting trays/tubs, reconciling to the manifest, and signing and retaining required documentation.
- Consolidate and prepare mail for processing by separating flats/bulk from standard envelopes and maintaining accurate tray/tub counts in required logs.
- Color-code (stripe) mail based on defined day/time rules, including weekend and holiday rules, to support correct handling and tracking.
- Report incoming volume and update entries after mail is sorted, following required input fields, timing rules, and credit-date assignment rules.
- Sort and distribute mail to production using the site's process (APEX sorter or hand sort), place sorted mail into trays, and deliver to the production floor.
- Handle mail exceptions such as flats/bulk, handsorts, closed/forwarded/missort mail, and invalid lockbox number mail using the lookup/validation process and return-to-sender steps when required.
- Reconcile and prepare outbound (mail out) returns by pulling return items by lockbox, matching physical items to system records, and confirming items listed on return slips are present before packaging.
- Follow client packaging and mailing instructions, including special packaging and alternate address instructions, and print/fold address labels correctly for window envelopes.
- Prepare shipments by applying address labels and printing/validating courier shipping labels; stage and deliver completed packages to mail services, courier, or USPS based on site pickup timing.
- Maintain segregation and control during packaging, handling one lockbox at a time to reduce the risk of inadvertent PII disclosure.
Required qualifications, capabilities, and skills
- Strong attention to detail and ability to follow controlled procedures to maintain mail integrity and accurate logs.
- Ability to work with operational systems and tools for reporting and processing.
- Ability to follow client-specific packaging and shipping instructions while maintaining required segregation and controls during packaging.
- Comfortable working in a time-sensitive production environment with shifting priorities across mailroom and mail out duties.
Preferred qualifications, capabilities, and skills
- Prior experience in lockbox operations, mailroom operations, or a related banking/financial services environment is preferred.
Schedule: Monday-Friday 9am-5:30pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
A Government Security Clearance may be required for this position. This includes, but is not limited to:
• Fingerprints
• Credit Check
• Employment History
• Tax Filing History (possibly)
• References (possibly)
• Proof of U.S. Legal Permanent Residence
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Support end-to-end mail handling in Receivables Operations — control, sort, reconcile, and prepare lockbox mail with precision.