Transactions Manager I - Receivables Operations

Posted Yesterday
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Fort Worth, TX, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads a lockbox receivables operations team responsible for processing paper payments and invoices, meeting production and quality targets, managing shift operations, resolving workflow issues, ensuring policy and security compliance, communicating organizational priorities, tracking performance, and implementing improvement plans.
Summary Generated by Built In

As a Transactions Manager I in the Dallas Lockbox department you will accept traditional paper-based payments and invoices/forms from clients by capturing information with efficient technology services and transferring it to an output file for accounts receivable or back end process updating.  Our strategic focus is to deliver an extraordinary level of service and quality to our customers while leveraging the firm's operations and technology infrastructure.

 Job responsibilities:

  • Lead a team of full and part-time front line employees.
  • Establish daily production goals based on productivity targets, budget, and resources.  Responsible for monitoring  team’s output and managing assigned personnel to ensure all throughput goals are achieved
  • Be responsible for shift operations, including personnel management, process delays, breakdowns, and resolving problems or obstacles to production and/or quality
  • Must be able to demonstrate sound leadership judgement; escalate any personnel, facility, technology, or process concerns timely and appropriately
  • Ensuring that all customer and bank guidelines, policies, and procedures are followed as they relate to operations, internal audit and security, required training curriculum, and general management practices
  • Responsible for ensuring team is well communicated to both verbal and written; provide strategic firm wide communications down to individual information, must possess an ability to take complex information and break it down into simple messages, tailor messages based on audience
  • Responsible for tracking team performance and implementing action plans that manage improved performance and high quality

Required qualifications, skills and capabilities::

  • Minimum 3 years' management/leadership experience
  • Advanced experience with MS Office, including Outlook, Word, Excel, Access, and PowerPoint 
  • Must possess exceptional written and verbal communication skills
  • Display core leadership attributes: strong planning/organization, motivation, problem solving/conflict resolution, analytical, team building, and interpersonal skills are essential
  • Ability to understand end to end process flow, consider downstream impacts when making decisions
  • Ability to lead, direct, connect with, and be accessible for staff and direct reports
  • Ability to coordinate and organize work while meeting and handling multiple deadline processes
  • Demonstrated ability to multi-task and balance numerous activities simultaneously
  • Results oriented , not satisfied with status quo, always looking to improve process, productivity, culture, and cost

Work schedule: Monday - Friday - Tuesday 2:00pm - 10:30pm

Shift differential: 10% 

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.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Minimum 3 years of management or leadership experience
  • Advanced experience with Microsoft Office, including Outlook, Word, Excel, Access, and PowerPoint
  • Exceptional written and verbal communication skills
  • Strong planning and organizational skills
  • Motivation and team-building skills
  • Problem-solving and conflict-resolution skills
  • Analytical and interpersonal skills
  • Ability to understand end-to-end process flow and downstream impacts
  • Ability to lead, direct, connect with, and remain accessible to staff and direct reports
  • Ability to coordinate and organize work while meeting multiple deadlines
  • Demonstrated ability to multitask and balance numerous activities simultaneously
  • Results-oriented approach focused on improving process, productivity, culture, and cost
  • Ability to work non-traditional or additional hours as business needs arise

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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