Lockbox Specialist

SummaryThe 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 ResponsibilitiesReceives and sorts mail from the United States Postal ServiceFor each assigned account, opens mail and prepares batches based on processing instructions received from the customer and departmental proceduresMaintains the overall document imaging process including prepping, scanning, and verification of all documents to ensure a systematic free flow processRetrieves files from various sources and imports them into the Lockbox database via the Lockbox softwareMeets quality and quantity objectives as determined by managementEffectively communicates with customers via email and phoneEnsure compliance with HIPAA and HITECH rules for Healthcare Lockbox processingAdditional ResponsibilitiesDemonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and managementDemonstrates high level of quality work, attendance and appearanceAdheres to all Company Policies & Procedures and Safety RegulationsAdheres to local, state and federal lawsUnderstands and complies with all company rules and regulationsAttends 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 positionSupervisory ResponsibilitiesThis position does not have supervisory responsibilitiesMinimum QualificationsBusiness operations and/or data entry experienceStrong organizational skills with the ability to prioritize effectivelyExcellent oral and written communication skillsStrong PC Skills including: Word, Excel, File ExplorerStrong attention to detail with solid follow-up skillsStrong "number sense" when reviewing informationEffective problem-solving skills and ability to troubleshoot when problems occurAbility to work effectively under pressure and manage multiple assignments simultaneouslyAbility to thrive in a team settingAble to stand for extended periodsCOMPETENCIES:AdaptabilityCommunicationDecision MakingInitiativeInnovationMotivatorOrganizationProfessionalismResults OrientatedPHYSICAL 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 shiftRequired to lift, move and carry up to 40 poundsAbility to read, count and write to accurately complete all documentation and reportsMust be able to see, hear and speak in order to communicate with employees and other customersSpecific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focusManual 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.) Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbingWORK 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 complianceNoise levels are considered moderate