Lockbox Specialist

Sunwest Bank•Scottsdale, AZ

2d•Onsite

About The Position

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.

Requirements

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

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
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