Transactions Specialist II / Exceptions - Rejects

Transactions Specialist II In Lockbox Operations (Review & Repair)

Keep payments moving when exceptions happen. As a Transactions Specialist II in Lockbox Operations (Review & Repair), you'll investigate validation failures, verify documents, and fix transaction issueschoosing the right outcome (process, reprocess, or return) to ensure accurate, on-time completion.

As a Transactions Specialist II supporting the Review & Repair function in Lockbox Operations, you will research exceptions, verify documents, correct transaction issues, and determine the appropriate outcome (process, reprocess, or return) to keep work moving accurately and on time.

Job responsibilities:

• Review transactions routed to Review & Repair due to exceptions, validation failures, or items that could not be completed in standard processing
• Retrieve required physical documents before beginning work and update transaction status appropriately
• Prioritize work using defined rules (oldest to newest, with specific item types prioritized to support timeliness)
• Research issues using system details, images, and physical documents, then take the correct action based on the Review & Repair reason
• Complete outcomes by either:
  • Processing items that can be corrected
  • Routing items for reprocessing when an imaging/scanning issue exists
  • Routing items for return when they cannot be processed
• Perform required reconciliation steps for items that were reprocessed (e.g., updating ticket/header information as required)
• Escalate system or processing issues to the appropriate support team when needed

Required qualifications, capabilities, and skills:

• Strong attention to detail and comfort working in a queue-based, exception-driven environment
• Ability to research and resolve issues using both electronic and physical documentation
• Ability to follow procedures, make consistent decisions, and escalate appropriately
• Ability to manage multiple priorities and meet timeliness expectations

Preferred qualifications, capabilities, and skills:

• Lockbox/remittance operations experience, especially exception handling and rework

Schedule: Monday - Friday 9:00 am - 5:30 pm

Additional hours and/or mandatory overtime may be required during peak volume periods and based on other business needs.

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.