Reconciliations Services Loans & Card - Senior Specialist II

Become an integral part of our Loans and Card team! Each day will play a crucial role in maintaining the financial health of our organization. This position offers opportunities for career growth and skill development in a dynamic and supportive team environment.

As a Reconciliation Specialist within our team, you will gain a comprehensive understanding of assigned accounts and the operations that impact them. You will be responsible for researching outstanding items, processing clearing entries, and ensuring adherence to corporate accounting policies. Your role will involve collaborating with departmental management, business partners, and external vendors to resolve outstanding issues efficiently.

 

Job responsibilities:

• Obtain a thorough understanding of assigned accounts, including operations, General Ledger entries, system interfaces, and transaction flows
• Research and process clearing entries for outstanding items in assigned accounts
• Communicate effectively with management, business partners, and vendors to resolve outstanding issues
• Identify and escalate problem items, trends, and exceptions promptly
• Participate in project activities and User Acceptance Testing (UAT) as needed
• Ensure compliance with corporate accounting and departmental policies

 

Required Qualifications, Capabilities, and Skills:

• Accounting or bookkeeping experience
• Strong analytical and problem-solving skills
• High School diploma, some college, or equivalent experience
• Proficiency in Microsoft Office, especially Excel, and typing skills
• Demonstrated initiative and high level of proficiency
• Excellent written and oral communication skills
• Ability to work collaboratively as a team player
• Capability to handle multiple tasks and meet deadlines
• Experience in a fast-paced environment with the ability to adapt to changing needs and remain calm under pressure
• Customer-focused with excellent attention to detail

 

Work Schedule: 

 

This role is full time in office, Monday thru Friday between the hours of 6:00am to 4:00pm, and is located in Fort Worth, TX only. It does not offer relocation assistance or immigration sponsorship.

Work schedules will vary. Candidates must be willing to work schedules during our operating hours. Specific information will be provided by the Recruiter.

This position requires that you attend the training as scheduled. The hours may not coincide with your regularly scheduled hours.

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