Operations Specialist II - Records & Archives

Bring your attention to detail and customer-first mindset to a role where your work helps borrowers reach the finish line. You will support a fast-paced team and learn how loans move from approval to closing. You will collaborate with internal partners and external contacts to resolve issues and keep work moving. This is a great opportunity to build operations skills and grow your career in home lending.

As an Operations Specialist in Home Lending, you will perform a variety of tasks that support the transition of a loan to closing. You will organize and maintain loan files, update systems, and monitor required documentation. You will partner with underwriting and other internal teams to address issues and discrepancies. You will communicate with external agents and internal colleagues to keep loan activity on track. You will contribute to a team culture focused on accuracy, service, and timely completion.

Job responsibilities

• Perform clerical tasks such as filing, photocopying, faxing, imaging, data entry, and opening correspondence
• Create and maintain loan files and ensure documentation is organized and complete
• Partner with underwriting to support loan processing through to closing
• Provide coverage across support functions based on absences or volume changes
• Monitor and update system records and credit website information as needed
• Communicate with external agents and internal colleagues to resolve issues and discrepancies
• Complete additional tasks and assignments as needed

Required qualifications, capabilities, and skills

• Strong attention to detail and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Basic office and computer skills, including data entry
• Strong written and verbal communication skills
• Ability to work independently and as part of a team

Preferred qualifications, capabilities, and skills

• Prior customer service experience
• High school diploma or equivalent

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. 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.

Equal Opportunity Employer/Disability/Veterans