Lock Box Specialist

Job Title: Operations Support Specialist(Lock Box)

Position Summary:
The Operations Support Specialist is responsible for executing routine operational and administrative tasks across various banking areas such as credit cards, retail banking, lending, and collections. This role focuses on accurate data entry, document processing, and customer service within defined procedures. Ideal candidates demonstrate strong attention to detail, the ability to work in a fast-paced environment, and excellent interpersonal skills.

Key Responsibilities:

• Execute routine tasks related to documentation, data entry, billing, and customer service with minimal discretion

• Follow clearly defined procedures for processing, servicing, and organizing product-related documentation

• Assist with reviewing documentation and ensuring adherence to standard procedures

• Respond to customer service requests, inquiries, and complaints with professionalism and accuracy

• Perform physical tasks including operating transports, standing for 8 hours, bending, twisting, and lifting up to 20 lbs

• Meet production goals while maintaining high levels of accuracy and attention to detail

• Complete scheduled and non-scheduled maintenance activities as assigned

• Support various payment delivery channels (Lockbox, ACH, OLDS, wires)

Qualifications:

• High School Diploma or GED required; college degree preferred

• 0–1 year of experience in a general office or financial services environment

• Strong data entry skills and 10-key proficiency with high accuracy

• Proficient in Microsoft Office applications and comfortable with multiple computer systems

• Excellent verbal and written communication and customer service skills

• Strong analytical and problem-solving abilities

• Ability to manage high transaction volumes and work effectively under pressure

• Familiarity with basic accounting principles and banking regulations

• Understanding of loan documentation and customer service protocols

• Team-oriented, adaptable, and committed to continuous learning

Work Environment:

• Physical demands include prolonged standing, bending, and occasional lifting

• Fast-paced, team-based environment with clearly defined performance metrics