Senior Operations Specialist III - Capital Markets

Embark on a rewarding and challenging career as a Senior Operations Specialist III with our dynamic team. You'll have the opportunity to make a significant impact by supporting key initiatives and expanding your skills in a supportive and collaborative environment. Join us and contribute to our mission while advancing your career.

As a Senior Operations Specialist III within the Capital Markets team, you will be responsible for the maintenance of accurate pricing and responding to daily pricing requests from internal and external business partners within established service level agreement (SLA). You will ensure that all transactions are performed before the close of business to not only provide the service our customers require, but also to ensure that Capital Markets has the data in the system to accurately cover their daily position to avoid trading losses and financial risk to the Firm. 

 

Job Responsibilities

• Review and respond to inquiries from senior level Home Lending partners/Correspondent customers while performing loan maintenance 
• Accurately input loan data into a loan origination system
• Provide excellent customer service by taking inbound calls in a Call Center environment 
• Ensure required internal and external procedures and regulations are followed
• Process assigned daily reports
• Process pricing transactions, including escalated calls and escalated pricing exceptions, while ensuring loans meet Chase guidelines
• Troubleshoot problems and errors as they occur, escalating as necessary
• Must have the ability to work through frequent changes in requirements and guidelines as business requires
• Support Correspondent and Consumer Channels

Required Qualifications, Capabilities, and Skills 

• Strong mathematical, analytical, and critical thinking skills  
• Strong written and verbal communication 
• Must be detail oriented and able to ensure accuracy when working with data and reports
• Effective at multi-tasking daily workload to meet multiple deadlines under sometimes intense time pressure

Preferred Qualifications, Capabilities, and Skills  

• Minimum of 2 years Customer Service experience 
• Minimum of 2 years Call Center experience 
• Minimum 2 years pricing experience in mortgage banking 
• Understanding of loan processing/Home Lending operations 

 

This role is a hybrid (3 days in office/2 days remote) located in Jacksonville FL. This role does not offer relocation assistance or immigration sponsorship.

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 requesti