Overview
Job Description
Lockbox Extractor
Position Overview
We are seeking a detail-oriented and dependable Banking Operations Specialist to support daily banking operations, document processing, data entry, and administrative functions.
Under direct supervision, this position is responsible for performing routine operational tasks in accordance with established procedures, maintaining accurate records, and ensuring timely processing of financial documents and transactions.
The ideal candidate will have strong attention to detail, excellent organizational skills, proficiency in data entry and 10-key operations, and the ability to work efficiently in a high-volume, production-driven environment.
Position Details
Work Arrangement: 100% On-site, 5 days per week
Interview Process: On-site interview required
Required Testing: Candidates must complete sorting and data entry assessments during the interview.
Experience Required: 0–1 years
Education: High school diploma or equivalent required; college degree preferred
Key Responsibilities
Banking Operations & Transaction Processing
Perform routine banking operations and administrative tasks following established procedures and guidelines.
Process, record, file, service, and organize documentation associated with banking products and operational processes.
Support operations across various banking functions, which may include:
Credit cards
Retail banking
Small business banking
Consumer lending
Mortgage banking
Collections and recovery
Loan origination
Auto finance
Complete assigned processing activities accurately and within established deadlines.
Maintain compliance with banking procedures, documentation standards, and operational requirements.
Escalate processing discrepancies, concerns, and issues to management as appropriate.
Mail Processing, Sorting & Document Handling
Open incoming mail and extract paper invoices, checks, and other financial documents.
Accurately sort payment and non-payment documents for processing.
Organize and batch documents according to established procedures.
Ensure documents are properly prepared and routed for processing.
Identify and communicate processing discrepancies to the Workflow Coordinator or Supervisor.
Maintain accuracy and efficiency when handling high volumes of mail and financial documents.
Data Entry & 10-Key Processing
Perform high-volume data entry with a strong emphasis on speed and accuracy.
Utilize 10-key data entry skills to process financial and transaction information.
Enter, verify, and maintain information across multiple computer systems.
Review data and documents to identify errors or discrepancies.
Meet established production goals, processing deadlines, and quality standards.
Maintain accuracy while performing repetitive, detail-oriented tasks.
Administrative & Operational Support
Prepare reports and maintain accurate operational records.
Complete routine filing, documentation, and recordkeeping activities.
Follow clearly defined procedures and instructions to complete assigned tasks.
Assist with reviewing documentation to ensure proper processing procedures are followed.
Perform basic scheduled and non-scheduled maintenance functions as required.
Support additional operational activities and administrative assignments as directed by management.
Customer Service & Team Collaboration
Assist with routine billing inquiries, service requests, customer suggestions, and complaints as needed.
Communicate effectively with supervisors, Workflow Coordinators, and team members.
Identify, assess, and escalate issues appropriately.
Work collaboratively with colleagues to maintain operational efficiency and meet department goals.
Participate in cross-training to provide coverage across critical department functions, including:
Mail sorting
Data entry and keying
Document reassociation
Transaction processing
Perform other duties as assigned.
Required Qualifications
Education & Experience
High school diploma or equivalent work experience required.
College degree preferred.
0–1 years of relevant work experience.
General office, administrative, banking operations, or transaction processing experience preferred.
Technical Skills
Proficiency in Microsoft Office applications.
Strong 10-key data entry skills, with the ability to maintain speed and accuracy.
Ability to navigate multiple computer systems and software applications.
Experience or ability to handle high-volume transaction processing.
Ability to accurately process monetary transactions and financial documentation.
Basic understanding of banking policies, procedures, and government regulations.
Ability to perform basic equipment maintenance functions as required.
Professional Skills
Exceptional attention to detail and accuracy.
Strong organizational and time management skills.
Ability to work under pressure and meet deadlines.
Ability to consistently meet production and quality goals.
Excellent written and verbal communication skills.
Strong interpersonal and teamwork abilities.
Good judgment and ability to recognize when issues require escalation.
Adaptability to changing processes, procedures, and business needs.
Ability to follow detailed instructions and established workflows.
Strong customer service and problem-solving skills.
Ability to work independently on routine processing tasks.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
