Transactions Specialist

Responsibilities

• Research internal systems to identify and retrieve accurate documents required for subpoenas and other legal/customer requests
• Sort and distribute incoming work items, including electronic files, while maintaining organized records and auditability
• Communicate with requestors via email to resolve open requests, clarify requirements, and close out exceptions
• Investigate exceptions, troubleshoot missing or unclear documentation, and determine the correct retrieval path across systems
• Coordinate daily workflow by monitoring volumes, prioritizing queues, and assigning items for completion based on SLAs
• Perform quality checks, identify coaching opportunities, and deliver training to improve accuracy and consistency
• Escalate critical issues appropriately and report daily status through operational reporting

Requirements

• Graduate degree in any stream
• Proficiency in Microsoft Office Suite (Word, Excel, Access, PowerPoint)
• Strong analytical and problem-solving skills with meticulous attention to detail
• Ability to work US production schedules (evening shift)
• Ability to manage high volumes and adapt to process changes

Preferred Qualifications

• Knowledge of legal documents and experience in Customer Assist or similar legal-response processing
• Banking operations or financial services industry experience
• Demonstrated process improvement mindset with strong customer focus and cross-functional collaboration skills

About the Company

JPMorganChase is a leading global financial institution offering innovative solutions to millions of consumers, small businesses, and prominent corporate and government clients. Our Consumer & Community Banking division serves customers through a wide range of financial services, including personal banking, credit cards, mortgages, and payment processing.