Payment Specialist - Lockbox
Payment Specialist - Lockbox
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Job Description
SUMMARY
The Lockbox 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 Lockbox Processing Specialist may perform additional tasks or assist with projects as assigned by the Lockbox Supervisor and/or the Lockbox Administrator.
The Lockbox 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 Lockbox 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
Ensure compliance with HIPAA and HITECH rules for Healthcare Lockbox processing
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 periods
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated
PHYSICAL DEMANDS:In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job.
Standing walking and squatting less than fifty percent of the work shift
Required to lift move and carry up to 40 pounds
Ability to read count and write to accurately complete all documentation and reports
Must be able to see hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
WORK ENVIRONMENT:In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment.
The workspace is clean orderly properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computerbased webbased and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
#SWB75
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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