Operations Senior Specialist II

Job Description

Make an impact on the final stage of the lending journey by helping move loans efficiently from approval to closing. In this role, you’ll support a fast-paced operations team where accuracy, follow-through, and service matter. You’ll partner with colleagues across the loan process to keep documentation and system records complete and up to date. If you enjoy staying organized, solving problems, and supporting customers and partners, this is a great opportunity to grow your operations experience.

As an Operations Senior Specialist within Home Lending Operations, you will support activities that facilitate the transition of a loan to closure. You will create and maintain loan files, perform administrative and system updates, and help resolve documentation or processing issues. You will work closely with internal teams and external partners to ensure required information is accurate and complete. You will provide coverage across support activities based on business needs and volume. You will help maintain an organized, service-focused experience through timely communication and attention to detail.

Job responsibilities 

• Maintain loan files and ensure documents are organized, complete, and properly stored
• Perform administrative tasks including scanning/imaging, copying, filing, data entry, and handling correspondence
• Update and monitor system records and third-party credit-related websites, as applicable
• Partner with underwriting and other internal teams to support document collection and issue resolution
• Communicate with external agents and internal colleagues to resolve discrepancies and clear open items
• Provide coverage for support activities based on absences and volume fluctuations
• Complete additional operational tasks as assigned to support the loan closing process

Required qualifications, capabilities, and skills

• High school diploma or equivalent
• Ability to perform accurate data entry and maintain organized electronic and paper files
• Strong attention to detail and ability to identify and escalate discrepancies
• Effective written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Basic proficiency with common office tools and computer systems
• Ability to work independently and collaborate effectively as part of a team

Preferred qualifications, capabilities, and skills

• Prior customer service experience
• Experience supporting operational, administrative, or document-processing work
• Familiarity with loan documentation, lending operations, or financial services workflows
• Experience coordinating with multiple partners to resolve time-sensitive issues
• Demonstrated problem-solving skills in a process-driven environment

About Us

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

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

For many, owning a home is the ultimate dream and we’re here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.