Transactions Specialist II / Exceptions – Rejects / Weekends

JPMorgan Chase & Co.Binghamton, NY
Onsite

About The Position

As a Transactions Specialist II in Lockbox Operations (Review & Repair), you’ll investigate validation failures, verify documents, and fix transaction issues—choosing the right outcome (process, reprocess, or return) to ensure accurate, on-time completion. 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.

Requirements

  • 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

Nice To Haves

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

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

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service