Transactions Specialist II / 1st Shift

Location: Indianapolis, IN, United States

Job Family: Transactions

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation, integrity, and client success. As a Transactions Specialist II on our 1st Shift team in Indianapolis, IN, you will be at the heart of our operations, ensuring seamless processing of daily document transactions that support our clients' financial needs. This role within our Transactions category offers the opportunity to contribute to high-impact work in a collaborative environment, where precision and efficiency drive our reputation as a trusted partner in banking and investment services. You will join a dynamic team dedicated to upholding the highest standards of accuracy and compliance in every transaction. In this position, your primary focus will be on handling a variety of document-based transactions, from verification and data entry to reconciliation and reporting, all while leveraging JP Morgan Chase's advanced technological infrastructure. You will navigate complex financial workflows, collaborate with internal teams to resolve issues, and ensure all activities align with regulatory requirements such as anti-money laundering (AML) protocols and Know Your Customer (KYC) standards. This role demands a keen eye for detail and the ability to thrive in a fast-paced, first-shift schedule, contributing directly to the smooth operation of our escrow and payment services that power millions of client interactions daily. We value professionals who bring enthusiasm for financial services and a proactive approach to process improvement. At JP Morgan Chase, you'll have access to world-class training, career growth opportunities, and a supportive culture that fosters work-life balance. If you are passionate about making a difference in the financial industry and ready to grow with one of the world's most admired companies, apply today to become part of our Indianapolis team and help shape the future of transactions at JP Morgan Chase.

Key Responsibilities

• Process daily document transactions, including verifying, scanning, and entering data into JP Morgan Chase's proprietary systems with high accuracy
• Review and reconcile transaction records to ensure compliance with internal policies and regulatory standards
• Handle inbound and outbound communications regarding transaction inquiries from clients and internal stakeholders
• Identify and escalate discrepancies or potential fraud in transaction documentation
• Collaborate with cross-functional teams to resolve complex transaction issues efficiently
• Maintain detailed records and generate reports on transaction volumes and performance metrics
• Support audit processes by providing accurate documentation and responding to requests
• Adhere to first-shift schedule (typically 8 AM - 5 PM ET) to meet operational deadlines
• Continuously improve processes by suggesting enhancements to transaction workflows
• Ensure all activities align with JP Morgan Chase's commitment to ethical banking practices

Required Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in transaction processing, banking operations, or financial services
• Proficiency in Microsoft Office Suite, particularly Excel for data handling
• Strong attention to detail and ability to handle high-volume, time-sensitive tasks
• Excellent communication skills, both written and verbal, for interacting with team members and clients
• Ability to work independently and as part of a team in a fast-paced environment
• Must be authorized to work in the United States without sponsorship

Preferred Qualifications

• Experience with JP Morgan Chase systems or similar banking platforms like core banking software
• Knowledge of financial regulations such as AML, KYC, and SOX compliance
• Previous role in document processing or escrow services within the financial sector
• Bilingual skills, particularly Spanish, to support diverse client interactions
• Certification in financial operations or transaction processing (e.g., from ABA or similar)

Required Skills

• Transaction processing and data entry accuracy
• Knowledge of financial regulations and compliance
• Proficiency in banking software and tools
• Attention to detail and error detection
• Time management in high-volume environments
• Problem-solving for transaction discrepancies
• Effective verbal and written communication
• Team collaboration and interpersonal skills
• Analytical thinking for report generation
• Adaptability to shifting priorities
• Basic understanding of financial documents like checks and wires
• Customer service orientation
• Organizational skills for record-keeping
• Proficiency in Microsoft Excel and Outlook
• Ethical decision-making in sensitive financial contexts

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Flexible work options and hybrid arrangements where applicable
• Access to JP Morgan Chase's global learning and development resources

JP Morgan Chase is an equal opportunity employer.