About The Position

As a Transactions Specialist I Mail Extractor in JPMorganChase's Receivables Operations – Lockbox Operations, you will support accurate and timely processing of client payments in a high-impact, production-based environment. You will extract mail, scan documents, and create transactions while meeting daily production, accuracy, and quality expectations. The role follows controlled procedures and takes place in a structured, team-oriented environment. The schedule is Friday through Monday, 7:00 a.m. to 5:30 p.m., or Saturday through Tuesday, 7:00 a.m. to 5:30 p.m. A 10% shift differential applies. The position may require non-traditional or additional hours as business needs arise, and the work schedule may change. A Government Security Clearance is required for this role. Clearance requirements may include fingerprinting, a credit check, employment-history verification, and other program-specific requirements. Continued employment is contingent on successfully obtaining and maintaining the required clearance.

Requirements

  • Strong attention to detail and ability to maintain accuracy in a high-volume production environment.
  • Good oral and written communication skills.
  • Comfort working in a time-sensitive production environment with shifting priorities.
  • Basic computer skills and working knowledge of Microsoft applications.
  • Collaborative team player with a positive, solutions-oriented attitude.
  • Ability to meet physical requirements: 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.
  • Must obtain and maintain the required Government Security Clearance; requirements may include fingerprinting, a credit check, employment-history verification, and other program-specific requirements.

Nice To Haves

  • Prior experience in remittance processing, lockbox operations, or a related banking or financial services environment.
  • Familiarity with OPEX or similar document scanning equipment.
  • Experience in a production-based or operations environment with daily quality and productivity targets.
  • Prior experience in a government-cleared or security-sensitive environment.

Responsibilities

  • Open envelopes, remove contents, and organize 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, including checks, check stubs, coupons, materials, and 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.
  • Review scanned images for quality, rerun items if needed, and clean equipment when necessary.
  • Complete tray and run details, including mail received date and 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, or merchandise items to the designated associate, team lead, or supervisor according to procedure.
  • Work across production areas as needed to support overall team goals.
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