Lockbox Associate

Job Schedule and Requirements

Work hours are from 8:00 AM to 4:30 PM PT, subject to change based on business demands. Parking is not provided. Interviews will be conducted onsite.

Key Responsibilities

• Operate within Lockbox Operations or handle manual remittance processing tasks.
• Extract payments from envelopes and match them with invoice details for scanning.
• Prepare payment data for scanning and manage payment processing.
• Process physical mail related to payments.
• Ensure accurate batching and timely completion of all assigned tasks, including handling envelopes, checks, invoices, and correspondence.
• Conduct quality reviews to verify the clarity of printed images and reports.
• Re-associate, package, and mail processed remittances in accordance with client specifications.
• Operate automated capture equipment and mail sorters with minimal supervision.
• Key in data from invoices, check images, or credit card vouchers with 99% accuracy.
• Balance accounts using application-based technologies and validate payees.
• Perform data corrections on misread items and monitor system production to ensure timely processing.

Skills and Qualifications

• At least 1 year of experience in banking, payment, or accounts receivable processing.
• Proficiency in reading, understanding, and following written and verbal instructions.
• Adherence to client-specific deadlines, schedules, and departmental quality standards.
• Basic computer skills and efficient use of online systems.
• Ability to lift up to 30 lbs.
• Capability to concentrate on specific tasks, work independently, and perform under pressure to meet deadlines.
• Experience in scanning and data entry is preferred.

Education and Experience

• At least 1 year of experience in banking, payment, or accounts receivable processing.
• Minimum 1 year of experience with MS Office, including Excel and Word.