Transactions Specialist IV - Onboarding
Do you enjoy working in a fast-paced production-based environment?
As a Transactions Specialist IV in Onboarding Receivables Operations, you will lead end-to-end public-sector onboarding and re-clearance processes-obtaining and validating documentation to determine eligibility for sensitive, unclassified government work.
You will coordinate with vendors, applicants, Global Security & Investigations, and staffing agencies to meet SLAs while safeguarding confidential information.
You will maintain and audit records, generate recurring and ad hoc reports, and continuously refine guidelines, processes, and SOPs to align with client and bank requirements.
Job responsibilities
* Obtain and review required documentation to conduct the clearance process
* Maintain, update, and generate guard reports
* Meet service level agreements by supporting timely onboarding of candidates
* Communicate with vendor, applicants, Global Security & Investigations, and staffing agencies to ensure all requirements are met
* Protect and maintain confidential information
* Conduct audits and file reviews of onboarding documentation on a monthly basis
* Maintain database to create weekly and ad hoc reports
* Manage and participate in updating guidelines, processes, and standard operating procedures to reflect client and bank requirements
* Proactively monitor and process timely employee re-clearances
Required qualifications, capabilities, and skills
* Analyze and comprehend client SOPs and instructions.
* Organize, synthesize, and solve problems using strong analytical skills.
* Deliver in a production environment by meeting deadlines and quotas.
* Enforce quality control standards and best practices.
* Prioritize client focus while making unbiased eligibility decisions.
* Communicate clearly and professionally in verbal and written form.
* Work independently with minimal supervision and collaborate effectively within teams.
* Manage time effectively to handle tight deadlines and multiple workstreams accurately.
* Maintain strong attention to detail.
* Utilize Microsoft Office (Word, Excel, Outlook, Access, PowerPoint) proficiently.
Preferred qualifications, capabilities, and skills
* 3+ years of experience in Public Sector Receivables Operations
* Knowledgeable of the General Lockbox Security Guidelines around personnel security
* Knowledgeable and understanding of internal guidelines established by Public Sector Receivables and the requirements of the client
Work Schedule: Monday - Friday , 7:00am - 3:30pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise.
Work schedule might be subject to change.
This position may require a period of onboarding and training to be completed.
Security Clearance Requirement:
A Government Security Clearance, including Public Trust clearance, will be required for t...
- Rate: Not Specified
- Location: Lewisville, US-TX
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210721496
- Posted: 2026-03-18 08:07:35 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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