Transactions Specialist IV (Securities)

Join our team at Chase, where you will have the opportunity to promote business results, offer innovative solutions to our customers, and engage in creative and exciting work every day as a Transactions Specialist IV. This role offers a unique chance to grow your career in a dynamic and diverse environment.

As a Transactions Specialist IV on the Securities team you will be responsible for receiving physical 3rd party company ownership shares and interests, reviewing the documentation for accuracy and storing it at our JPMorgan Chase site location. You will also be responsible for directly communicating any escalations- this includes individuals within Chase as well as the shareholder. 

Job responsibilities

• Performing custodial review of securities documents in accordance with agency / investor guidelines. On-line procedures are used to ensure that documents are reviewed to current requirements.
• Accurately intake, sort, reinstate and release physical securities files and documents.
• Possess the ability to interact with internal and external customers as well as all levels of management.
• Accurately documenting file review results in securities tracking system, Tracking and reconciling daily work and performing other duties as assigned.
• Maintaining production and quality standards to ensure that reviews are completed timely and accurately.
• Adhering to overtime requirements when necessary as the timely review of physical securities is critical to the transfer of loans, includes possible Saturdays when volumes dictate
• Possess excellent independent judgment, time management, and organizational skills to consistently meet deliverables.

Required qualifications, capabilities, and skills

• High School diploma
• Strong attention to detail and ability to perform well in a fast-paced environment
• Ability to organize and manage multiple priorities effectively and efficiently
• Positive attitude and a strong commitment to customer service
• Self-motivated with the ability to think independently, ability to organize and multi-task in a fast-paced environment with minimal supervision
• Excellent interpersonal skills; must work well in a team environment
• Good verbal and written communication skills
• Good analytical skills and ability to meet goals, basic excel / computer skills
• Ability to move carts loaded with files, lift boxes of files, climb, and lift up to 50 lbs

Preferred qualifications, capabilities, and skills

• Prefer strong knowledge of mortgage documents
• Performs transactions and tasks with moderate to advanced complexity

Work Schedule: Monday - Friday 7:00am - 3:30pm Onsite

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans