Transactions Specialist IV - Day Shift
J.P. Morgan
Fort Worth, TX, USA
Join our dynamic team where you'll play a key role in processing daily document transactions with precision and efficiency.
As a Transactions Specialist IV in the Dallas Lockbox department, you will accept traditional paper-based payments and invoices/forms from clients by capturing information with efficient technology services and transferring it to an output file for accounts receivable or back end process updating. Our strategic focus is to deliver an extraordinary level of service and quality to our customers while leveraging the firm's operations and technology infrastructure.
Job Responsibilities:
- Oversee daily workflow and coordinate day-to-day operations.
- Ensure work completion per departmental policies and procedures.
- Maintain customer service focus and high-quality standards.
- Meet and exceed service level agreements (SLAs).
- Apply portfolio and tool knowledge to support client processing.
- Train new and existing employees on processes and expectations.
- Motivate staff and promote positive team morale.
- Partner with operations teams to research and resolve inquiries.
- Decide routine actions within standard policies and procedures.
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Resolve customer issues and draft internal/external communications.
Required qualifications, capabilities, and skills:
- Demonstrate remittance processing experience and proven team leadership.
- Analyze and apply client SOPs and processing instructions.
- Deliver results in deadline-driven, quota-based production environments.
- Execute strong quality control practices consistently.
- Communicate clearly in writing and verbally.
- Organize work effectively across shifting priorities and volumes.
- Exercise sound judgment and practical reasoning.
- Use Microsoft Office tools: Word, Excel, Access, PowerPoint.
- Manage capacity planning, deadlines, and workflow prioritization.
- Operate two processing platforms with lockbox systems expertise.
Preferred qualifications, capabilities, and skills:
- Bring remittance processing or banking operations experience.
- Learn policies, procedures, and processes quickly.
Work schedule: Monday- Friday 6:00am – 2:30pm
Shift differential: NA
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.
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.
Embrace your creativity and engage in diverse tasks as Transactions Specialist.