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Lockbox Remittance Specialist Ii | Glenview
2 months ago
The Lockbox Remittance Specialist II handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while processing customers payments, conducting client research and support, replying to customer inquiries.
Duties & Responsibilities
* Payment Preparations and Processing
- 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.
- Manage timely responses for all incoming client requests via shared ticketing system.
- Follow standard operating procedures and customer specific instructions through data entry
- Verifying 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 PCI and HIPAA compliance and follow established policies and procedures as related to internal audits and security.
- Generate image cash letter files for deposits and perform system balancing procedures.
- Generate daily reject reports and accurately pull original documents for further processing.
- Perform quality assurance and initiate incoming and outbound system file imports and exports intra-day to ensure client deadlines are met.
- Access client database to retrieve, print and prepare deposits when missing payment coupons.
- Research out of balance transactions and make judgement on how to process or reject transactions.
- Maintain onsite inventory of processed documents and checks and ensure timely destruction deadlines are met.
- Process deposit adjustments received via internal and external clients.
- Lend help to immediate team/team members, as needed.
- Prepare e-batches of work for remote data entry associates.
- Prepare daily outgoing UPS and USPS mail packages.
- Support routine billing processes by providing accurate data to management.
- Provide new hire training/shadowing.
* Knowledge of:
- Strong oral and written communication skills
- Excellent organizational and time management skills
- Keen sense of quality control and practice
- Attention to detail
- Analyze and comprehend client‘s standard operating procedures and instructions
- Decipher incoming client issues and action or escalate if needed
- 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 asupervisor and/or manager
- Requires High School diploma or equivalent.
- 3+ years lockbox experience
- 2+ years customer service experience
- Opex Falcon and Eagle scanning - experience required
- Intermediate to advanced computer skills and keyboard/mouse usage w/10-key data entry
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey‘s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey‘s Equal Opportunity Employment.
