Transaction Specialist I - Capture / Equipment Room Operator / 1st Shift

Job Description

Join a fast-paced operations team where accuracy, efficiency, and attention to detail drive exceptional client service. Help ensure critical payment transactions are processed securely and on time while supporting one of the industry's leading financial services organizations.

As a Transaction Specialist I - Capture / Equipment Room Operator in Lockbox Operations, you will support the imaging, validation, processing, and routing of remittance transactions. You will operate advanced capture equipment, review document quality, and ensure transactions move accurately through the processing workflow. This role is critical to maintaining operational efficiency, regulatory compliance, and exceptional service delivery for our clients.

 

Job Responsibilities:

• Operate high-speed capture and imaging equipment, including OPEX and related platforms, to process lockbox transactions.
• Scan checks, remittance documents, credit card payments, and batch header tickets.
• Review and verify image quality to ensure all documents are captured accurately and meet established standards.
• Process transaction documents according to operating procedures and service-level requirements.
• Route work through the capture process while maintaining document control and accountability.
• Identify and resolve image quality issues and processing exceptions.
• Handle rejected transactions and coordinate corrective actions as needed.
• Track, organize, and maintain transaction documentation throughout the workflow.
• Meet production goals for volume, accuracy, and turnaround times.
• Collaborate with Mail Extraction, Rejects, and downstream processing teams to ensure timely processing.
• Adhere to operational, compliance, security, and risk management requirements.

 

Required Qualifications, Capabilities, and Skills

• Ability to stand for the majority of the workday and ability to lift, move, and transport materials weighing up to 50 pounds.
• Ability to operate scanning, imaging, or document-processing equipment.
• Strong attention to detail and commitment to accuracy.
• Ability to follow established procedures and work instructions.
• Strong organizational and time management skills.
• Basic computer skills and ability to learn new systems and applications.
• Ability to work in a production-driven environment while meeting performance standards.
• Effective verbal and written communication skills.
• Ability to identify issues and escalate concerns appropriately.
• Proven ability to work collaboratively within a team environment.
• Commitment to maintaining confidentiality, security, and compliance standards.

 

Preferred Qualifications, Capabilities, and Skills

• Previous experience in lockbox, remittance, payment processing, or document imaging operations.
• Experience using OPEX or similar capture and imaging platforms.
• Knowledge of banking or financial services operations.
• Familiarity with quality control and exception-processing procedures.

 

Schedule:  Monday - Friday, 7:30 am - 4pm

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.

A Government Security Clearance may be required for this position.  This includes, but is not limited to:
•    Fingerprints
•    Credit Check
•    Employment History
•    Tax Filing History (possibly)
•    References (possibly)
•    Proof of U.S. Legal Permanent Residence

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.