Lockbox Remittance Specialist

FirsTech•Glenview, IL

3d•Onsite

About The Position

The Lockbox Remittance Specialist I handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit.

Requirements

Strong oral and written communication skills
Excellent organizational skills
Keen sense of quality control and practices
Attention to detail and focus on meeting deadlines.
Ability to analyze and comprehend client's standard operating procedures and instructions
Ability to complete multiple manual tasks per transaction and/or client with precision
Ability to sit, stand, and walk for long periods of time
Be a team player and maintain a positive attitude at all times
Make judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager

Responsibilities

Sort incoming mail into correct customer bin.
Prepare batches of work by removing payments and forms from envelopes.
Process all lockbox deposits from direct and indirect customers.
Follow standard operating procedures and customer specific instructions through data entry.
Verify checks through customer specific instructions for processing.
Balance/reconcile electronic and paper documentation.
Analyze information to determine accuracy and completeness of work.
Conduct non-routine research.
Operate high-speed imaging/ extraction Opex equipment.
Re-associate check images to corresponding material while validating quality of images.
Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security.
Lend help to immediate team/team members, as needed.