Transaction Specialist I

About the Role

As a Transactions Specialist I Mail Extractor with JPMorganChase's Receivables Operations team, you will play a vital role in the accurate and timely processing of client payments within a high-impact, production-based environment.

Key Responsibilities

• Extract and prepare work by opening envelopes, removing contents, and organizing items into bundles and trays for processing.
• Scan documents on OPEX equipment in the required order and orientation, ensuring all items are captured correctly.
• Classify documents accurately (e.g., check, check stub, coupon, material, envelopes) and correct misclassifications using system tools.
• Validate check items for negotiability and identification, and follow established guidance for special items.
• Handle multi-check and no-check transactions by matching items when possible and scanning in the required sequence when items are mixed or unmatched.
• Ensure image quality by reviewing scanned images, re-running items if needed, and cleaning equipment when necessary.
• Complete required tray and run details, including mail received date/time, tray number, mail type, and courier tracking number when applicable.
• Close and band bundles at the appropriate size and maintain scanned order when removing items from scanner bins.
• Escalate exceptions such as cash, foreign items, and unimageable/bulk/merchandise items to the designated associate, team lead, or supervisor per procedure.
• Work across production areas as needed to support overall team goals.

Schedule

• Monday - Friday, 7:30 am - 4:00 pm
• May require working non-traditional hours and/or additional hours as business needs arise.
• Work schedule might be subject to change.

Requirements & Tech Stack

• OPEX equipment (or similar document scanning equipment is a plus)
• Basic computer skills
• Working knowledge of Microsoft applications

Qualifications

• Strong attention to detail with the ability to maintain accuracy in a high-volume production environment.
• Good oral and written communication skills.
• Comfortable working in a time-sensitive production environment with shifting priorities.
• Must be a collaborative team player with a positive, solutions-oriented attitude.
• Physical requirements include sitting up to 95% of the time, standing and walking up to 10% of the time, and lifting up to 50 pounds up to 5% of the time.
• A Government Security Clearance is required for this role.

Preferred Qualifications

• Prior experience in remittance processing, lockbox operations, or a related banking/financial services environment.
• Experience working in a production-based or operations environment with daily quality and productivity targets.
• Prior experience working in a government-cleared or security-sensitive environment.

Government Security Clearance Details

• Continued employment is contingent upon successfully obtaining and maintaining the required clearance.
• May include: Fingerprints, Credit Check, Employment History, Tax Filing History (possibly), References (possibly), Proof of U.S. Legal Permanent Residence, U.S. Legal Permanent Residence.