Position Overview
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 bank's 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 proc...