Lockbox Processing Specialist
Lockbox Processing Specialist
Posted on :
09-08-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
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 third-party 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 FACT-Identity 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 follow-up skills
- Strong number sense when reviewing information
- Effective problem-solving 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 differently-abled 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
(Check the box that applies by double clicking on the box.)
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 differently-abled 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
Required Experience:
Unclear Seniority
Employment Type
Full Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
