Chase Travel CxLoyalty Accounts Receivable Team Lead

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Chase Travel cxLoyalty team to provide assistance with client account management, internal fulfillment resources, supplier relations and vendor management.

As a Team Lead in the Accounts Receivable team, you will have the opportunity to lead a dynamic team, drive process improvements and play a key role in optimizing the company's financial operations. You will be responsible for leading the day-to-day operations of the Customer Service Management (CSM) Accounts Receivable Servicing team within our Chase Travel environment. You will oversee the processing and resolution of customer refunds, write-offs, refund checks, disputed balances, and billing-related inquiries across air, hotel, car, and cruise products.

You will ensure all CSM requests are processed accurately, timely, and in compliance with internal controls, service level agreements, and audit requirements, and you will drive reporting, productivity, quality assurance, employee development, and process improvement initiatives while serving as the primary escalation point for complex servicing issues. Additionally, you will collaborate with cross functional departments to enhance efficiency, resolve customer payment issues and implement best practices that support business growth. If you are passionate about accounting operations and ready to make an impact, this is an exciting opportunity to take your career to the next level.


Job Responsibilities:

• Lead and manage a team responsible for processing CSM tasks related to customer refunds, refund checks, billing corrections, write-offs, open AR research and resolution, and customer concessions and manual adjustments
• Review and prioritize daily workload to ensure service levels are achieved and assign work based on urgency, aging, dollar amount, product type, and employee capacity.
• Serve as the escalation point for complex or high-risk cases, including balances exceeding large dollar threshold, executive or VIP customer complaints, refunds requiring manual intervention or approvals, supplier-related disputes and unresolved customer claims, and ensure complete ownership of all open CSM items until final resolution.
• Ensure all CSM requests contain required supporting information before work begins, enforce standardized intake requirements and routing procedures by product type (air, hotel, car, cruise), and verify all refund and adjustment requests via internal systems such as CSM prior to processing.
• Ensure all transactions are documented appropriately for audit and compliance purposes and monitor adherence to established SLAs.
• Develop and maintain daily, weekly, and monthly operational reporting and dashboards, and monitor and analyze key performance indicators. Provide management with trend analysis, risks, root causes, and recommended corrective actions, and track unresolved items greater than 30 days and drive timely resolution.
• Provide training and coaching to team members and conduct monthly one-on-one meetings with each team member to review productivity, quality results, attendance and workload management, and development goals and career progression.
• Cross-train staff to ensure adequate team coverage across all service functions, and maintain and update SOPs, process documentation, and training materials quarterly.
• Conduct regular quality reviews of completed transactions to ensure accuracy and compliance, and identify trends, recurring errors, and training opportunities. Review a minimum of 10% of completed work monthly and maintain an accuracy rate of 98% or higher.
• Develop and implement process improvements, automation opportunities, and workflow enhancements, and support future automation initiatives, including UiPath, structured forms, routing rules, and dashboard reporting.
• Partner with Finance, Operations, Technology, and Service teams to improve CSM intake quality, reduce rework, and streamline processes.

Required qualifications, capabilities, and skills

• 3+ years of experience in Accounts Receivable, customer servicing, accounting operations, or travel industry operations.
• Proven experience in accounts receivable management or related financial roles, with at least 2 years in a supervisory capacity.
• Extensive knowledge of AR processes, billing systems, and collections practices.
• Strong leadership and team management skills, with the ability to motivate and empower team members to achieve goals.
• Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.
• Analytical mindset with the ability to interpret financial data, identify trends, and make data-driven decisions.
• Proficiency in accounting software and Microsoft Excel.

Preferred qualifications, capabilities, and skills

• Bachelor's degree in accounting, Finance, Business Administration, or related field preferred but not required.

Additional Information

The AR Team Lead will primarily work in an office setting, overseeing a team of AR specialists and clerks. Occasional communication with senior management, HD Operations and other departments may be required. The position may involve occasional overtime or flexibility in working hours to meet deadlines or address urgent issues.

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.


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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans