Lockbox Specialist

Stock Yards Bank & Trust•Louisville, KY

About The Position

Responsible for sorting and processing incoming mail received by the DDC from internal and external resources. Scans paper documents into imaged format in order to route electronically. This includes but is not limited to Loan and Deposit documentation, Lockbox, Loan and Credit card payments. Ensures all incoming work is imaged and delivered to customers (internal and external) in accordance with Departmental Service Level Agreements (SLAs). Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.

Requirements

High School/GED education, some college preferred
2 years of Bank or financial services operation experience preferred
Knowledge of bank policies, procedures and federal regulations is helpful
Experience with balancing/ accounting knowledge preferred
Employees are expected to represent Stock Yards Bank & Trust in a professional manner to customers and outside contacts
Employees must have excellent interpersonal communication skills, consisting of the ability to write and speak effectively to others
Employees must be a productive team player, with the ability to learn, apply training and comprehend policies and procedures
Employees should also be flexible to changing working situations and able to meet deadlines as they arise
Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision
Must be able to work in a stressful environment and take appropriate action
Excellent math skills
PC proficiency; Microsoft Word & Excel

Responsibilities

Log incoming work into tracking database, assigning it to various departments for processing
Prepping, scanning, indexing and quality checking of work performed during the full cycle document imaging process
Open, balance, and process all Lockbox and internal payments daily
Set up new Lockbox customers for reviewing their receivables online and research deposits when inquiries arise
Maintain centralized storage of payment and operational documents according to established retention/ destruction procedures
Meet productivity demands and quality standards
Index documentation received in branch scan queues and route to internal users
Maintain and reconcile inventory of Vendor, Escrow, Savings, IRA, Christmas Club and Cashier’s checks
Print, balance and mail checks issued daily
Conduct special projects/audits when necessary as directed by DDC Manager
Assist with annual review and development of new departmental procedures
All other duties assigned