Mailroom Specialist

Responsibilities

Incoming Mail Process

• Customer Check payments
• Sort incoming customer checks by client
• Open and accurately log customer check details as per SOP
• Audit check log for accurate details
• Deposit checks into appropriate bank accounts.
• Research checks details to accurately identify customer
• Customer Correspondence
• Open all incoming customer mail.
• Scan incoming mail into correct Sharepoint folder
• Filing Mail
• Open all incoming Filings mail.
• Sort mail as per SOP
• Send recorded documents to El Paso office for additional processing
• Track incoming and outgoing rejections
• Review and correct documents
• Contact county recorders as needed to fix rejections
• Process check requests for fee issues/changes, expired checks, etc.
• Failure to work through rejected filings could result in legal risk and SLA misses
• Adjust processes to new client/jurisdiction requirements as needed
• Other Incoming Mail
• Store and scan original Title documents for Harley Davidson
• CCFC original documents need signature and storage

Outgoing Mail Process

• Filing Mail (UCC, FIX & PUC)
• Printing of all UCC related documents as per SOP.
• Ensures printed documents are packed to standards and meet quality standards set by local recorders for processing.
• Ensures proper postage is used for each mail piece.
• Delivers completed documents to USPS personnel or mailboxes for shipping.
• Ensures completion of all required batches as per SLA

Outgoing Customer Refunds

• Printing of customer refunds on Client specific check stock.
• Package customer check into appropriate envelope.
• Ensure proper postage is calculated and used.
• Outgoing Customer Correspondence & Invoices
• Print customer invoices as required
• Print “ad hoc” Voice requested materials
• Package appropriately all correspondence/invoice
• Ensure proper postage is calculated and used.
• Monitor mailing supplies
• Monitor client check stock

Other Work from Office Tasks

• Notary responsibilities
• PUC documents need to be signed and notarized for Sunrun and GoodLeap clients.
• Sales/Property Tax Documents –
• Tax team has tax related documents and payments that need to be physically mailed.

Qualifications we seek in you

Minimum Qualifications / Skills

• Attention to Detail
• Notary

Note: “Los Angeles, California based candidates are not eligible for this role. Richardson, TX area candidates are eligible for this role only.”