Payment Lifecycle Specialist III

JPMorganChase • Fort Worth, TX

5d

About The Position

This role is responsible for owning daily/weekly/month-end reconciliations and finalizing EOM packets by deadlines. The specialist will meet production goals and SLA/KPI targets, proactively manage capacity, and serve as an escalation point for complex cases. They will also investigate and clear cash/ledger breaks, ensure adherence to procedures and controls, and partner with other teams to automate and enhance controls.

Requirements

• Knowledge of payment flows, cash/GL reconciliations, and exception management.
• Ability to identify patterns, perform root-cause analysis, and interpret operational metrics.
• Proficiency with reconciliation platforms, Excel and basic data analysis.
• Sound judgment balancing client experience, risk, and efficiency under time pressure.
• Strong attention to detail with commitment to accuracy and control adherence.
• Clear written and verbal communication skills.

Nice To Haves

• 2–5 years in payment operations, reconciliations, or financial operations.
• Experience meeting production targets and managing SLAs in a high-volume environment.
• Experience supporting audits and working within risk/control frameworks.
• Process improvement or automation experience.

Responsibilities

• Own daily/weekly/month-end reconciliations and finalize EOM packets by deadlines.
• Meet production goals and SLA/KPI targets; proactively manage capacity.
• Prioritize and delegate work; monitor queues and ensure timely, quality output.
• Serve as escalation point for complex cases; perform root-cause analysis and drive corrective actions.
• Investigate and clear cash/ledger breaks; monitor aging and escalate threshold breaches.
• Ensure adherence to procedures and controls; support audits with clear documentation.
• Track and report KPIs/KRIs; communicate trends and recommendations to stakeholders.
• Partner with operations, technology, and product teams to automate and enhance controls.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed