What are the responsibilities and job description for the Transactions Specialist I - Mail Extractor - 1st shift position at JPMorganChase?
Are you detail-oriented and ready to play a vital role in keeping critical financial operations running smoothly? As part of JPMorganChase's Receivables Operations team, your work as a Transactions Specialist I Mail Extractor directly supports the accurate and timely processing of client payments. This is your opportunity to contribute to a high-impact, production-based environment with a team that values quality, efficiency, and collaboration.
As a Transactions Specialist I Mail Extractor in Receivables Operations – Lockbox Operations, you will extract mail, scan documents, and create transactions while meeting daily production, accuracy, and quality expectations. Your attention to detail and ability to follow controlled procedures will be essential to maintaining the integrity of each transaction processed. This role offers a structured, team-oriented environment where your reliability and precision make a direct impact every day.
Job responsibilities:
- Extract and prepare work by opening envelopes, removing contents, and organizing items into bundles and trays for processing.
- Scan documents on OPEX equipment in the required order and orientation, ensuring all items are captured correctly.
- Classify documents accurately (e.g., check, check stub, coupon, material, envelopes) and correct misclassifications using system tools.
- Validate check items for negotiability and identification, and follow established guidance for special items.
- Handle multi-check and no-check transactions by matching items when possible and scanning in the required sequence when items are mixed or unmatched.
- Ensure image quality by reviewing scanned images, re-running items if needed, and cleaning equipment when necessary.
- Complete required tray and run details, including mail received date/time, tray number, mail type, and courier tracking number when applicable.
- Close and band bundles at the appropriate size and maintain scanned order when removing items from scanner bins.
- Escalate exceptions such as cash, foreign items, and unimageable/bulk/merchandise items to the designated associate, team lead, or supervisor per procedure.
- Work across production areas as needed to support overall team goals.
Required qualifications, capabilities, and skills:
- Strong attention to detail with the ability to maintain accuracy in a high-volume production environment.
- Good oral and written communication skills.
- Comfortable working in a time-sensitive production environment with shifting priorities.
- Basic computer skills and working knowledge of Microsoft applications.
- Must be a collaborative team player with a positive, solutions-oriented attitude.
- Physical requirements include sitting up to 95% of the time, standing and walking up to 10% of the time, and lifting up to 50 pounds up to 5% of the time.
- A Government Security Clearance is required for this role, which may include fingerprinting, a credit check, employment history verification, and additional requirements per program specifications. Continued employment in this position is contingent upon successfully obtaining and maintaining the required clearance.
Preferred qualifications, capabilities, and skills:
- Prior experience in remittance processing, lockbox operations, or a related banking/financial services environment is preferred.
- Familiarity with OPEX or similar document scanning equipment is a plus.
- Experience working in a production-based or operations environment with daily quality and productivity targets.
- Prior experience working in a government-cleared or security-sensitive environment is a plus.
Schedule: Monday - Friday, 9:00 am - 5:30 pm
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
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.