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JPMorgan Chase 210223769 - CIB - Transactions Specialist II/Rotating 1st & 3rd Shifts in Charlotte, North Carolina

JPMorgan Chase's Receivable Operations division supports lockbox services delivered to wholesale (corporate), public sector state government, and Federal government clients. The firm's Receivables Operations division enables customers to accept traditional paper-based payments from clients by capturing information with efficient technology services and transferring it to an output file for accounts receivable updating. The main objective is to expedite the collection of payments due by getting the check that's \"in the mail\" deposited into the biller's account as quickly as possible. A second objective is to expedite the posting of payment information, allowing the customer to update their account records. This can substantially reduce costs and expedite the crediting of deposits to accounts, which provides high customer satisfaction and a rewarding service. Our strategic focus is to deliver an extraordinary level of service and quality to our customer while leveraging the firm's operations and technology infrastructure.

The Transactions Specialist II handles a variety of Receivables Operations functions centered on the processing of data and documentation including documentation review, document handling, document preparation, document processing, transaction processing, remittance processing, and data entry. This role may involve the physical and electronic handling of information.

As a Transactions Specialist II, your responsibilities include, but are not limited to:

  • Performing basic data entry including Alpha Numeric

  • Operating Imaging/Extraction Equipment (I-Tran, IBML, OPEX)

  • Logging incoming work

  • Sorting, filing, and distributing work, including electronic files, if applicable

  • Reviewing incoming documentation/work files

  • Scanning documents

  • Uploading/downloading information to/from systems

  • Processing/reviewing transactions

  • Maintaining site productivity and quality standards

  • Conducting basic research

  • Remittance processing

  • Work within the client defined processing guidelines

  • Following Standard Operating Procedures


As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for NEW HIRES in this role. JPMC Health and Safety Protocols require sharing information in the firm's vaccine record tool, and may also include mask wearing, social distancing, and daily health checks. Requirements may change in the future with evolving public health guidance and under applicable federal laws. JPMC will consider accommodation requests as required by applicable law.

  • Detail-oriented

  • Reading and comprehension of customers' instructions

  • Good oral and written communication skills

  • Alpha/Numeric data entry and typing skills - with excellent accuracy

  • Basic PC skills and Microsoft applications (Word and Excel)

  • Must be able to work in a production environment

  • Must be a team player and maintain a positive attitude at all times

  • Sense of urgency

  • Time management skills

  • Physical requirements: Sitting - up to 75% of the time, Standing - up to 5% of the time, Lifting - up to 15% of the time and up to 50 pounds; Walking - up to 20% of the time

Work schedule: Monday - Friday / 7am - 3:30pm and will rotate to 3rd shift and work 11:30pm - 8am during the months of January, June, September, and October, and April will be 7pm - 7am.

Pays 15% shift differential when working 3rd shift.

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 will 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 up to 3 years

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans