Transaction Specialist IV

Testing Site - JPMC; Coppell (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Chase is seeking a Transactions Specialist IV in Global Document Services to lead the Shipping and Receiving team, assign tasks, and ensure SLAs are met. You will operate warehouse equipment and maintain inventory while driving safety and efficiency.

You will collaborate with Client Services and cross-train across departments to support continuous improvement and reliable operations in a 24/7 environment.

Qualifications

• Detail-oriented with strong organizational skills.
• Leadership experience and ability to train others.
• Accurate alpha/numeric data entry with high precision.
• Team player with a positive attitude and reliability.
• Physically capable of lifting up to 70 lbs.
• Able to stand, bend, and move heavy materials for long periods.
• Ability to work fast-paced, multi-priority environments.
• Willing to cross-train within the team and across departments.
• Strict adherence to safety protocols and SOPs.

Responsibilities

• Coordinate workflow and assign tasks to meet SLAs.
• Lead, train, and cross-train team members in Warehouse and Dispatch.
• Operate pallet jacks, forklifts, and other lift equipment safely.
• Prepare pallets using shrink wrap and banding devices.
• Organize and audit inventory, reconciling volumes.
• Monitor and respond to email communications promptly.
• Ensure safety compliance and maintain a clean work environment.
• Perform minor equipment maintenance as required.
• Communicate with vendors about shipments.
• Escalate issues and generate incident tickets as needed.
• Manifest mail files and generate shipping labels.

Skills

Detail-oriented

Leadership

Data entry accuracy

Team player

Able to lift 70 lbs

Standing and movement

Multitasking

Cross-training

Safety compliance

Job description

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist IV in Global Document Services, you will serve as a lead within the Shipping and Receiving Department, coordinating workflow and supporting a team of Transactions Specialists. You will assign tasks, ensure SLAs are met, and foster a safe, organized, and efficient environment. You will also operate warehouse equipment, maintain inventory, and ensure compliance with safety and operational standards.

Your leadership and attention to detail help us maintain a high-performing, collaborative, and efficient team. This is an opportunity to grow your skills and support a team that values reliability, communication, and continuous improvement.

Job responsibilities

• Coordinate workflow and assign tasks to ensure SLAs are consistently met.
• Lead, train, and cross-train team members within the Warehouse and Dispatch areas.
• Operate pallet jacks, forklifts, and other powered industrial lift equipment to load and unload trucks, and move materials safely and efficiently throughout the warehouse.
• Use shrink wrap and banding devices to prepare pallets for shipment.
• Organize and maintain inventory, including conducting audits and reconciling volumes.
• Monitor and respond to email communications promptly.
• Ensure compliance with safety regulations, SOPs, and record retention policies, and maintain a clean and safe work environment.
• Perform minor equipment maintenance as required.
• Communicate with vendors regarding incoming and outgoing shipments.
• Escalate issues to management and Client Services as needed, and create incident tickets for technology issues as needed.
• Manifest mail files and generate shipping labels as required.

Required qualifications, capabilities, and skills:

• Detail-oriented with excellent organizational skills.
• Strong leadership and effective communication skills.
• Alpha/numeric data entry and typing skills with excellent accuracy.
• Team player with a positive attitude.
• Able to lift up to 70 lbs.
• Comfortable standing, bending, and carrying heavy materials for extended periods.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Willingness to cross-train within the team and across departments.
• Ability to follow safety protocols and procedures.

Preferred qualifications, capabilities, and skills:

• Prior experience leading teams in a warehouse, print production or distribution environment.
• Experience with mail dispatch systems and handling mail rejects.
• Demonstrated ability to perform minor equipment maintenance.
• Experience with inventory audits and warehouse organization.
• Experience operating electric-powered industrial lift trucks.

Work Schedule:

Candidates must be willing and able to work schedules during our operating hours. We are a 24/7 operation and you must be willing to work weekends, holidays, and overtime as needed.