Lockbox Specialist
Lockbox Specialist
Posted on :
15-03-2025
Employer Active
1 Vacancy
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Job Description
SUMMARY
The Document Processing Specialist will be expected to assist with Lockbox business operations including envelope
extraction document scanning transaction data entry batch review and documentation reject review as well as mail desk
responsibilities. Additional duties include but not limited to pulling down reports and files from the banks website or
thirdparty websites. The Document Processing Specialist may perform additional tasks or assist with projects as assigned
by the Lockbox Supervisor and/or the Lockbox Administrator.
The Document Processing Specialist will be expected to assist with Lockbox business operations including envelope
extraction document scanning transaction data entry batch review and documentation reject review as well as mail desk
responsibilities. Additional duties include but not limited to pulling down reports and files from the banks website or
thirdparty websites. The Document Processing Specialist may perform additional tasks or assist with projects as assigned
by the Lockbox Supervisor and/or the Lockbox Administrator.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Receives and sorts mail from the United States Postal Service.
For each assigned account opens mail and prepares batches based on processing instructions received from the
customer and departmental procedures.
Maintains the overall document imaging process including prepping scanning and verification of all documents to
ensure a systematic free flow process.
Retrieves files from various sources and imports them into the Lockbox database via the Lockbox software.
Meets quality and quantity objectives as determined by management.
Effectively communicates with customers via email and phone.
Receives and sorts mail from the United States Postal Service.
For each assigned account opens mail and prepares batches based on processing instructions received from the
customer and departmental procedures.
Maintains the overall document imaging process including prepping scanning and verification of all documents to
ensure a systematic free flow process.
Retrieves files from various sources and imports them into the Lockbox database via the Lockbox software.
Meets quality and quantity objectives as determined by management.
Effectively communicates with customers via email and phone.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers
and management
Demonstrates high level of quality work attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations
governing financial institutions as they apply to your position and job responsibilities with an emphasis on the
BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft
Information Technology and GLBA.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
Business operations and/or data entry experience
Strong organizational skills with the ability to prioritize effectively
Excellent oral and written communication skills
Strong PC Skills including: Word Excel File Explorer
Strong attention to detail with solid followup skills
Strong number sense when reviewing information
Effective problemsolving skills and ability to troubleshoot when problems occur
Ability to work effectively under pressure and manage multiple assignments simultaneously
Ability to thrive in a team setting
Able to stand for extended period
SWB123
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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