Operations Senior Specialist II - Capital Market Registration

Job Description

Bring precision and pace to work that directly supports customers and business partners. In this role, you will help ensure pricing updates are completed accurately and on time so transactions can be confirmed and downstream teams can manage daily position and risk. You will collaborate across home lending channels and provide clear, professional service to partners who rely on timely answers. You will also build deep expertise in pricing maintenance, process controls, and operational risk awareness.

As an Operations Senior Specialist II on the Capital Market Registration team, you will ensure pricing and loan maintenance updates are completed accurately and within established service timelines so customers receive timely, accurate transaction confirmations. You will manage daily pricing requests from internal and external partners, input and validate loan data in the loan origination system, and complete required reporting. You will troubleshoot issues as they arise, escalate when needed, and apply controls to help manage pricing and hedging risk. You will communicate directly with partners (including phone-based support), providing prompt and accurate responses.

Job responsibilities

• Review and respond to daily pricing and loan maintenance inquiries from home lending partners
• Process pricing maintenance changes, including extensions, relocks, renegotiations, and product or rate updates
• Update and validate loan data in the loan origination system with a high degree of accuracy
• Manage work queues to meet established service timelines and same-day completion expectations
• Provide professional, candidate-centric customer service by handling inbound calls and written requests
• Follow required internal procedures and applicable external regulations while completing transactions
• Produce and reconcile assigned daily reports and ensure data completeness and accuracy
• Identify, investigate, and resolve issues and errors; escalate items that require additional review
• Partner with downstream stakeholders to help ensure pricing changes flow correctly to position and risk processes
• Adapt to frequent changes in requirements, controls, and process guidance
• Support multiple home lending channels, including consumer and correspondent workflows

 

Required qualifications, capabilities, and skills 

• Experience providing customer service support in a phone-based and contact-center environment
• Experience entering and validating data in an operational system (for example, a loan origination or servicing platform)
• Demonstrated attention to detail and ability to maintain accuracy across high-volume, time-sensitive work
• Ability to communicate clearly and professionally with internal and external partners
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Ability to identify process exceptions and follow escalation procedures when needed
• Ability to follow documented procedures and apply controls to reduce operational risk
• Knowledge of loan origination lifecycle concepts
• Proficiency with standard productivity tools (email, spreadsheets, and workflow/queue tools)

 

Preferred qualifications, capabilities, and skills

• Experience supporting home lending pricing and/or rate lock maintenance work
• Experience handling pricing exceptions and applying product or program guidelines
• Bachelor’s degree in finance, business, or a related field

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.