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Lockbox- Lead Specialist

KeyBank
United Statesfull_timeVerifiedPosted 31 Oct 2024
💰 $42,000/yr

About the role

Location:

4910 Tiedeman Road - Brooklyn, Ohio 44144

Please note that this position is located fully on-site.

Hours: 8am-4:30pm Monday- Friday

There is a Numeric Data Entry Assessment and a Sorting Assessment as part of the onsite interview process.  If a reasonable accommodation is needed, please see below on how to submit a request.

JOB BRIEF (PURPOSE)

Under limited supervision, expertly monitors the progress and successful completion of functions including extraction, batch creation, image capture, item processing, encoding and data entry. Ensures client deposit data is transmitted at specific intervals in accordance with client specifications.  Initiates required communication between necessary parties catalyzing a sense of urgency in ensuring that SLAs are met and that transmissions are accurate and complete. Backs up other functional positions. 

ESSENTIAL JOB FUNCTIONS

Verifies that all transmissions are uploaded successfully in TSO and mailbox without out of balance conditions or return codes. Monitors workflow for system issues and slowdowns. Monitors transmission, data entry, and other deadlines well in advance of deadlines, with absolute attention to detail.   Provides documentation on any missed SLAs. Shuts down the RemitTrac system and brings it back up between shifts. Completes all duties on the transmission log.  Replaces the rmtd and image DVDs when full. Acts as a functional team member supporting production needs. Other duties as assigned.

MARGINAL OR PERIPHERAL FUNCTIONS

Nightly and weekly SLA summary reporting. Weekly Image Server cleanup. Weekly Database Server cleanup. Other reporting as required.

REQUIRED QUALIFICATIONS

Two to three years lockbox transmission experience, and lockbox production and/or utility experience. Subject matter expert in lockbox transmission functions. Requires the ability to read and follow instructions. Eye-hand coordination, manual dexterity and the ability to operate general office equipment is critical. Excellent 10-key skills,  PC skills to include proficiency with Word and Excel. Excellent written and verbal skills. Consistently demonstrates the use of Key Values

PREFERRED QUALIFICATIONS

Production data entry experience, thoroughly understands production related functions.

COMPETENCIES/SKILLS

Requires working in a high production, deadline oriented environment. Ensures client deposit data is transmitted at specific intervals in accordance with client specifications. Follows established corporate and department policies and procedures. Meets deadlines, demonstrates adaptability and detail orientation, shows work commitment, and manages stress. Prioritizes work, focuses effectively. Seeks and accepts feedback.  Drives results. Cross-trains. Questions effectively. Provides specific, timely feedback.. Consistently demonstrates the Key Values of Teamwork, Respect, Accountability, Integrity, and Leadership. Technically savvy.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

PC - Phone - General office equipment - mail carts - tubs

TRAINING REQUIRED

Lockbox training via My Learning Center. RemitTrac. On the job training as necessary.

Lead Specialist - Broad Job Description

Essential job duties
• Primary focus is on moderate execution within defined parameters with some expansion to complex issues based on development. Roles at this level are responsible for moderate operational and/or administrative work
• Administering moderate procedures, analysis, tasks and reporting while receiving limited instructions for  filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process
• Reviews and ensures proper documentation or procedures are used for moderate activities
• This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties
• Identifies and resolves moderate issues  by following established guidelines. Refers more complex problems to Senior level or supervisor. May provides service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers
• Individual at this level is expected to use some independence of thought but to refer more complex problems to supervisors or other experts.  while contributing to work flow or process change and redesign, and to form a strong basic understanding of the specific product or process
• Accountab

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Company

KeyBank

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