Transactions Specialist II Exceptions Rejects

Keep payments moving when exceptions happen. As a Transactions Specialist II in Lockbox Operations (Review & Repair) youll investigate validation failures verify documents and fix transaction issueschoosing the right outcome (process reprocess or return) to ensure accurate on-time completion.

As aTransactions Specialist IIsupporting theReview & Repairfunction in Lockbox Operations you will research exceptions verify documents correct transaction issues and determine the appropriate outcome (process reprocess or return) to keep work moving accurately and on time

Job responsibilities

• Review transactions routed toReview & Repairdue to exceptions validation failures or items that could not be completed in standard processing
• Retrieve required physical documents before beginning work and update transaction status appropriately
• Prioritize work using defined rules (oldest to newest with specific item types prioritized to support timeliness)
• Research issues using system details images and physical documents then take the correct action based on the Review & Repair reason
• Complete outcomes by either:
  • Processingitems that can be corrected
  • Routing items for reprocessingwhen an imaging/scanning issue exists
  • Routing items for returnwhen they cannot be processed
• Perform required reconciliation steps for items that were reprocessed (e.g. updating ticket/header information as required)
• Escalate system or processing issues to the appropriate support team when needed

Required qualifications capabilities and skills

• Strong attention to detail and comfort working in a queue-based exception-driven environment
• Ability to research and resolve issues using both electronic and physical documentation
• Ability to follow procedures make consistent decisions and escalate appropriately
• Ability to manage multiple priorities and meet timeliness expectations

Preferred qualifications capabilities and skills

• Lockbox/remittance operations experience especially exception handling and rework

Schedule: Monday - Friday 9:00 am - 5:30 pm

Additional hours and/or mandatory overtime may be required during peak volume periods and based on other business needs.

A Government Security Clearance may be required for this position. This includes but is not limited to:

• Fingerprints
• Credit Check
• Employment History
• Tax Filing History (possibly)
• References (possibly)
• Proof of U.S. Legal Permanent Residence