Lockbox Operations Specialist Mail Extraction & Data Entry

Work Arrangement: 100% Onsite 5 Days per Week
Schedule: Monday Friday, 8:00 AM 4:30 PM
Experience Required: Entry-Level (0 1 Years)

Position Overview

We are seeking a detail-oriented and dependable Lockbox Operations Specialist to support high-volume banking and payment processing operations.

This position focuses on opening and sorting incoming mail, extracting checks and payment documents, organizing and batching transactions, and performing accurate data entry in a fast-paced, production-driven environment.

The ideal candidate will demonstrate strong attention to detail, accurate 10-key data entry skills, reliability, and the ability to meet daily production goals while following established procedures.

This is a seasonal, fully onsite opportunity requiring consistent attendance, productivity, and the ability to work effectively within a team.

Key Responsibilities

Mail Processing & Document Extraction

• Open incoming mail and extract paper invoices, checks, and payment documents.

• Accurately separate and sort payment and non-payment documents for processing.

• Review documents to ensure proper handling and organization.

• Prepare, organize, and batch documents for subsequent processing.

• Identify and communicate document discrepancies or processing issues to the Workflow Coordinator or Supervisor.

• Follow established procedures for handling financial documents and sensitive information.

• Maintain accuracy and efficiency while processing high volumes of incoming mail.

Data Entry & Transaction Processing

• Perform high-volume data entry and 10-key processing with a high degree of speed and accuracy.

• Enter, verify, and process transaction information according to established procedures.

• Support monetary processing functions while maintaining accuracy and attention to detail.

• Ensure transactions and documentation are properly recorded, filed, and organized.

• Meet established daily production, quality, and processing goals.

• Identify errors or discrepancies and escalate issues appropriately.

• Navigate multiple computer systems and applications to complete assigned tasks.

Banking Operations & Administrative Support

• Perform routine operational and administrative tasks supporting banking and payment processing activities.

• Follow defined procedures for filing, recording, processing, and organizing documentation.

• Assist with reviewing documentation for completeness and accuracy.

• Prepare routine reports and maintain processing records as assigned.

• Support operations across banking functions, which may include:

  • Retail and small business banking

  • Credit card processing

  • Consumer and mortgage lending

  • Collections and recovery

  • Loan origination and auto finance

• Escalate processing concerns or operational issues to management when necessary.

Cross-Training & Team Support

• Participate in cross-training to support critical department functions, including:

  • Mail sorting

  • Document extraction

  • Data entry and keying

  • Reassociation

  • Transaction batching

• Collaborate with team members to maintain workflow efficiency and meet production deadlines.

• Adapt to changing workloads and departmental priorities.

• Perform basic scheduled and non-scheduled maintenance functions as assigned.

• Complete additional operational or administrative duties as needed.

Required Qualifications

Education & Experience

• High school diploma or equivalent required.

• 0 1 years of experience in banking operations, mail processing, data entry, general office administration, or a related environment.

• Entry-level candidates with strong attention to detail and data entry abilities are encouraged to apply.

• Previous experience in a production-driven or high-volume processing environment is beneficial.

Required Skills & Competencies

• Proficiency in 10-key data entry, with strong speed and accuracy.

• Exceptional attention to detail when handling financial documents and transactions.

• Ability to process high transaction volumes accurately and efficiently.

• Strong organizational and time management skills.

• Ability to follow detailed procedures and instructions consistently.

• Proficiency in Microsoft Office applications.

• Comfortable navigating multiple computer systems and applications.

• Ability to work under pressure and meet deadlines and production goals.

• Strong verbal and written communication skills.

• Ability to identify discrepancies and escalate concerns appropriately.

• Strong problem-solving skills and sound judgment.

• Ability to work independently and collaboratively within a team.

• Dependable, adaptable, and willing to learn new tasks and processes.

• Strong commitment to accuracy, productivity, and consistent attendance.

Preferred Qualifications

• Previous experience in lockbox processing, payment processing, banking operations, or financial services.

• Experience with mail sorting, check extraction, and document batching.

• High-volume data entry or transaction processing experience.

• Familiarity with banking policies, procedures, and applicable regulations.

• Previous experience handling checks, invoices, payments, or other financial documents.

• Experience working in a production-based environment with daily performance metrics.

• College degree preferred but not required.

Interview & Skills Testing Requirements

Candidates must be available for an onsite interview and required skills assessments.

The interview process will include:

• Onsite interview with the hiring team.

• Mail sorting and document extraction assessment to evaluate accuracy and processing ability.

• Data entry / 10-key testing to assess speed and accuracy.

Candidates should be comfortable completing hands-on testing during the interview process.