Transaction Specialist III

Testing Site - JPMC; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in Fort Worth, TX is seeking an experienced Transactions Specialist III to manage customer accounts and resolve inquiries. You will apply expertise in transaction management, automation, and data literacy to ensure accurate financial operations and excellent service.

You will coach peers, drive process improvements, and maintain thorough documentation while handling complex transactions and escalations with professionalism and urgency.

Qualifications

• Banking industry knowledge with exposure to motor vehicle operations preferred.
• Willingness to work in a fast-paced, high-volume environment.
• Ability to manage multiple priorities and meet deadlines.
• Flexibility to work in shifting schedules.
• Commitment to quality and productivity standards.
• Adherence to regulatory and compliance controls.
• Strong customer service experience.
• Professional and courteous interpersonal skills.
• Strong problem-solving, analytical, and decision-making abilities.
• Multi-tasking across screens and systems, with thorough tracking.
• Proficient with Microsoft Word and Excel.

Responsibilities

• Take ownership of customer interactions with empathy and priority setting.
• Resolve conflicts and manage customer expectations professionally.
• Determine requirements and provide tailored solutions via relationships.
• Prepare and maintain accurate documentation for all transactions.
• Resolve transaction exceptions, rejects, and defects efficiently.
• Process complex accounts or transactions, conducting investigations.
• Communicate effectively with external and internal customers in writing and speech.
• Document customer activities thoroughly and concisely.
• Engage in active listening during interactive dialogue.
• Handle escalated problems with sound judgment for appropriate outcomes.
• Make timely, effective decisions on behalf of customers.
• Prioritize work to maximize efficiency and productivity.
• Research issues related to titles and documents and resolve them.
• Conduct calls to customers, dealers, and DMV departments.
• Manage a portfolio of vehicles with unperfected liens with DRMs and dealers.
• Handle incoming email requests from dealer partners and customers.
• Prepare and execute sworn documents accurately.
• Assist in quality control to maintain high standards.

Skills

Customer service

Problem solving

Communication

Multitasking

Typing across screens

Attention to detail

Fast-paced work ethic

Education

HS Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Office Suite

Job description

Join Chase and become part of a team that drives innovation and delivers exceptional experiences for our customers. Thrive in a creative, dynamic environment where your ideas matter and every day brings new opportunities to make a meaningful impact. Shape the future of financial services with us where your growth and success are our priority.

Job Summary

Empower Customer Success as a Transactions Specialist III

Serve as a key contributor in managing customer accounts and resolving inquiries at JPMorgan Chase. Utilize your expertise in transaction management, artificial intelligence, automation, and data literacy to ensure seamless financial operations. Apply strategic thinking and innovation to enhance processes, coach peers, and foster a positive work environment while delivering outstanding customer service.

Job Responsibilities

• Take ownership of customer interactions, empathizing and prioritizing their needs
• Resolve conflicts and manage customer expectations professionally
• Determine customer requirements and provide tailored solutions through relationship building
• Prepare and maintain accurate documentation for all transactions
• Resolve transaction exceptions, rejects, and defects efficiently
• Process complex, non-routine accounts or transactions, conducting investigations and repairs
• Communicate effectively, both verbally and in writing, with external and internal customers
• Document customer account activities thoroughly and concisely
• Engage in interactive dialogue through active listening
• Manage escalated problems logically and with sound judgment to ensure appropriate outcomes
• Make timely and effective decisions on behalf of customers
• Prioritize work to maximize efficiency and productivity
• Research customer issues and resolve problems related to titles and documents
• Conduct calls to customers, dealers, and departments of motor vehicles
• Manage a portfolio of vehicles with unperfected liens, collaborating with dealers and Dealer Relationship Managers (DRMs) to resolve vehicle perfection issues
• Manage incoming email requests from dealer partners and customers
• Prepare and execute sworn documents accurately
• Assist in quality control for the team, ensuring high standards are met

Required Qualifications, Capabilities & Skills

• Demonstrate strong knowledge of banking industry business structures; previous experience in motor vehicle operations preferred
• Exhibit willingness to work in a fast-paced, high-volume environment
• Manage multiple priorities and meet strict deadlines consistently
• Display flexibility to work in shifting schedules
• Meet quality and productivity standards reliably
• Adhere to regulatory and compliance controls and policy requirements
• Provide strong previous customer service experience
• Demonstrate professional and courteous interpersonal skills
• Apply strong problem-solving, analytical, and decision-making abilities
• Multi-task effectively, including typing while reading, viewing multiple screens and systems, and tracking all items processed
• Utilize working knowledge of Microsoft Office products, including Word and Excel
• Communicate with excellent written and verbal skills
• Display a high sense of urgency in all tasks
• Adapt quickly to change and new procedures
• Hold a HS Diploma or GED

Preferred Qualifications, Capabilities & Skills

• Demonstrate familiarity or developing knowledge of automation and process optimization tools or technologies
• Exhibit a proactive approach to learning new systems and procedures
• Apply innovative thinking to enhance transaction management and customer service