Transactions Specialist Ii jobs at Jpmorgan in United States, Tempe
JPMorgan Loan Origination Specialist II United States, Arizona, Tempe
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As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards.
Job Responsibilities:
- Manage and maintain the teams pipeline of active legal documentation exceptions.
- Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk.
- Review operational requirements relating to legal documentation exceptions process, and policies.
- Coordinate flow of post loan closing tasks
Required Qualifications, Capabilities, and Skills:
- Strong oral and written communication skills
- Excellent attention to detail
- Ability to multi-task through the practice of strong organizational and time management skills
- Minimum of 2+ years’ experience in commercial loan products and documentation.
Preferred qualifications, capabilities, and skills:
College degree or equivalent work experience
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JPMorgan Auto Collections Specialist United States, Arizona, Tempe
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Job responsibilities
- Manages a high volume of inbound/outbound Collections calls (potentially over 100 daily), delivering comprehensive support for financial products.
- Utilizes customer service expertise to interpret needs and deliver continuous insights.
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience.
- Excels both independently and collaboratively, driving team success and achieving goals.
- Follows all regulatory and departmental practices and procedures diligently.
- Takes ownership of each customer interaction while treating them with respect and responding with empathy.
- Communication, negotiation, information gathering, and decision-making skills.
- Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately.
- Ability to manage complex customer interactions using empathy, composure, and sound judgment.
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments.
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments.
- Ability to solve problems and effectively present and explain solutions.
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals.
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting.
- High school diploma or GED required.
- Developing ability to use data to understand issues and opportunities.
- Developing skills in using AI technology for automation and prompt writing.
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JPMorgan Account Specialist II - Small Merchant Banking United States, Arizona, Tempe
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As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
Additional information
- Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 6:00am-2:30pm; Off Saturday and Sunday
- 100% onsite (No hybrid or remote)
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JPMorgan Home Lending Client Care Specialist III United States, Arizona, Tempe
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan Virtual Banker II - Tempe AZ- Bilingual English Spanish Requ... United States, Arizona, Tempe
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As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job Responsibilities
- Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
- Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
- 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
- High school degree, GED, or foreign equivalent
- Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
- Strong team orientation with a commitment of long-term career with the firm
- Excellent written and verbal communication skills
- Reading and speaking in both Spanish and English fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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JPMorgan Business Development Specialist - Payments United States, Arizona, Tempe
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As a Business Development Specialist within our Merchant Services team, you will be a strategic thinker, passionate about delivering payment solutions to clients. You will leverage your experience in relationship management within Payments to sell our services to both new and existing clients. This role provides an opportunity to communicate with key decision-makers at various levels and propose solutions from our payment solution portfolio. Your strong organizational skills and ability to multi-task will be crucial in this fast-paced environment.
Job Responsibilities
- Selling payment solutions services to both new and existing clients through both inbound and outbound communication
- Qualifying both cold & warm sales leads through making 40 - 50 outbound calls per day
- Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio in a short sales cycle with a high velocity of leads
- Staying abreast of company's products, solutions and services to aid in product development based on client needs
- Maintaining a sales pipeline with detailed and accurate electronic records and other administrative duties as required
- Delivering excellent follow up proactively and on time / as promised to ensure the highest levels of customer satisfaction both pre and post-sale
- Operate between multiple software and platforms to deliver the optimal solution based on client needs
Required qualifications, capabilities and skills
- 2 plus years of sales experience and/or Bachelor/Associate degree
- Strong tele-sales ability, written communication, and interpersonal skills
- Strong organizational skills, ability to multi task and function successfully in a fast-paced environment
- Focused and detail-oriented
- Computer literate, familiar with Microsoft Office and Excel Good work ethic/positive attitude and easy to get along / work with
Preferred qualifications, capabilities, and skills
- Merchant Services or Banking Industry experience
- Bilingual Spanish
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JPMorgan Business Development Representative II - Payments Senior Ass... United States, Arizona, Tempe
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As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
Job Responsibilities
- Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
- Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
- Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
- Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
- Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
- Negotiate leveraging customized proving models with clients to close business
- Work with internal partners to ensure successful implementation and product ramp-up
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
- Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
- Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
- Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
- Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
- Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
- Ability to balance the needs of clients with associated risks and interests of the firm
- Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
- Bachelor’s degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
- At least 3 years of related business development experience
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As a Closing Coordinator within Wholesale Loan Services, you will manage post-loan closing activities in collaboration with the Credit Officer, Banker, Outside Counsel, and various departments. Your primary responsibility will be to ensure the receipt of all legal loan documentation and address any legal documentation exceptions to meet the bank's required standards.
Job Responsibilities:
- Manage and maintain the teams pipeline of active legal documentation exceptions.
- Review legal loan documentation for operational feasibility, regulatory requirements, and mitigation of operational risk.
- Review operational requirements relating to legal documentation exceptions process, and policies.
- Coordinate flow of post loan closing tasks
Required Qualifications, Capabilities, and Skills:
- Strong oral and written communication skills
- Excellent attention to detail
- Ability to multi-task through the practice of strong organizational and time management skills
- Minimum of 2+ years’ experience in commercial loan products and documentation.
Preferred qualifications, capabilities, and skills:
College degree or equivalent work experience
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