Transaction Specialist IV - Receivable Operations

J.P. Morgan; Chicago (IL); On-site; USD 55,000 - 80,000; Full time

Job summary

A leading financial services firm seeks a Transaction Specialist IV in Receivable Operations. This role focuses on managing client needs and enhancing customer experiences through innovative solutions. Candidates should possess experience in remittance processing and leadership, with strong communication skills to train teams and meet deadlines.

Qualifications

• Experience in leading a team in a remittance processing environment.
• Ability to analyze client procedures effectively.
• Strong communication skills, both written and verbal.

Responsibilities

• Ensure workload completion as per departmental procedures.
• Train new and existing employees effectively.
• Interface with departments to resolve inquiries.

Skills

Remittance Processing

Leadership

Client Communication

Quality Control

Deadline Orientation

Tools

MS Office

Job description

Transaction Specialist IV - Receivable Operations

Do you enjoy working in a production-based environment that allows you to help evaluate and coach front line associates and offers career growth?

As a Transactions Specialist IV in Receivables Operations, you will develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. You will also facilitate growth by refining technology-motivated customer and client experiences that put users first, providing an unparalleled experience.

Job responsibilities

• Ensure workload is completed as outlined in departmental procedures and policies
• Understand portfolio and tools used to support client processing requirements
• Provide training to new and existing employees
• Interface with other operations departments to research and resolve inquiries
• Make routine decisions and determining proper courses of action within the limits of standard policies and procedures
• Participate in evaluations, coaching, and counseling sessions of front line associates
• Participate on projects aimed at enhancing the customer experience as identified through escalation matters

Required qualifications, capabilities, and skills

• Remittance Processing experience with proven ability to effectively lead a team
• Ability to analyze and comprehend client’s standard operating procedures and instructions
• Production environment focus around meeting deadlines and quotas
• Keen sense of quality control and practices
• Proven ability to lead in a production/operations environment
• Strong written and verbal communication skills
• Functional experience with MS Office, including Word, Excel, Access, and PowerPoint

Work Schedule:

Monday - Friday 3pm to 11:30pm

10%

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.

About the company

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.

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