Transactions Specialist III - Exception Processing

JP Morgan Chase; Indiana; On-site; USD 45,000 - 65,000; Full time

Job summary

JP Morgan Chase is seeking a Transactions Specialist III to join the Exception Processing Team in a fast-paced environment. You will process daily document transactions with accuracy and judgment, providing account confirmations and handling deposits, exceptions, research, and remittances.

Role requires strong multitasking, time management, and ability to work with limited supervision. Typical schedule is Monday–Friday, 7:45am–4:15pm, with possible overtime; on-site in Indiana.

Qualifications

• High attention to detail and accuracy in processing transactions.

Responsibilities

• Process daily document transactions with judgment and accuracy.
• Provide account information confirmations to third-party requestors.
• Handle deposit exceptions/returns and research transactions.

Skills

Attention to detail

Analytical ability

Time management

Communication skills

Multi-tasking

Independence

Self-starter

Work ethic

Education

High school diploma or GED

Tools

Microsoft Excel

PowerPoint

Word

Job description

Join our team, where you'll play a key role in driving efficiency and accuracy. Elevate your career in a fast-paced environment that values excellence and innovation!

As a Transactions Specialist III within the Exception Processing Team, you will be responsible for processing daily document transactions, each function may have multiple tasks per transaction. These transactions require judgment and experience with limited direct supervision. While receiving clear instruction, you must maintain the highest level of production and accuracy on a daily basis.

Job responsibilities

• Perform a variety of Operation functions centered on the processing of data and documentation
• Provide Confirmation - provides specific account information to third-party requestors that confirm the customer’s bank relationship and verifies deposits or account balances
• Handle deposit Exceptions/Returns, Research,Document Preparation, Handling, Reviewing, and Processing Transactions and Remittances
• Perform root cause analyses on new / recurring issues or control gaps
• Communicate with Business Partners to facilitate resolution of outstanding cases/issues
• Determine routine decisions and course of action
• Be able to evaluate and analyze data from multiple sources in a fast-paced environment
• Adapt to changing needs & deadlines and remain calm when under pressure
• Ensure compliance with required IPH levels.

Required qualifications, skills, and capabilities

• Strong control and quality management skills; Analytical skills with accuracy and attention to detail
• Able to drive results through a "hands-on" approach
• Able to work with time critical deliveries
• Able to respond to a changing environment
• Able to multi-task with positive Can Do attitude
• Contribute to an environment of collaboration and mutual responsibility
• Exceptional systems capability including all Microsoft Office applications, Excel, PowerPoint, and Word
• Strong written and verbal communication skills with ability to deliver direct feedback
• Excellent organizational and time management skills
• Able to handle multiple priorities and meet deadlines
• Self-starter with strong work ethic and ability to work independently with limited supervision
• High school diploma or GED required.

Preferred qualifications, skills, and capabilities

• Banking operations or financial service industry experience

Work Schedule

Monday - Friday 7:45am - 4:15pm / full time onsite, Must be available to work overtime as needed, beginning or end of shift.