Lockbox Processor Resume Samples

A Lockbox Processor is hired to receive frequent payments and documents by mail use lockbox services and to help reduce expenses, update their accounting systems quickly, and improve cash flow. While the duties vary based on the size and scope of the facility, the following are certain core responsibilities listed on the Lockbox Processor Resume – collecting and handling incoming payments, undertaking general clerical duties; assisting the customers with general inquiries and regarding lockbox operations; ensuring deadlines are met and maintaining records of documents.

To secure this job role, the following skills are needed – the ability to communicate well with all types of customers; problem-solving skills, knowledge of using relevant software, proficiency in using MS Office, and basic knowledge of lockbox operations and procedures. Formal education beyond a high school diploma is not expected.

Lockbox Processor Resume example

Lockbox Processor Resume

Headline : As I have recently completed my master degree, I possess an understanding of financial and managerial accounting, taxation, and financial reporting systems and knowledge of generally accepted accounting principles and accounting policies and procedures required for the profession. Self-motivation for personal growth and development is portrayed in my decision to return back for higher education to obtain  master degree enrolling more than the minimum amount of courses to be a full-time student to keep myself engaged.

Skills : Serve-Safe Certification, Tap Series Certification, Fluent In English.

Description :

    1. Mailed out corporate newsletters & notices to customers.
    2. Stocked materials throughout departments such as pens, staples, paper Imaging batches of prepped accounts processed from the opex machines.
    3. Loaded document feeder with coupon/check batches selecting job sort clear paper jams, clearing check sort pockets when full.
    4. Refilled empty deposit tray maintaining supply of pocket cut tickets.
    5. Removed header tickets identifying and processing check mismatches, locating missing checks or marking checks that are lost as missing.
    6. Checked endorse, audit and encoding print.
    7. Maintained encoder ribbon/jet and audit spray jet.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
AA In Art


Lockbox Processor Resume

Objective : Looking for a responsible position in the customer service sector where I will find a platform to utilize my knowledge and skills in banking, office administration, exceptional communication skills in maintaining customer relations, and exceptional teamwork abilities in being a valuable part of the organization.

Skills : MS office, Sorting Skills.

Description :

    1. Scanned of items.
    2. Validated/reconciled deposits and transmit in a timely manner.
    3. Prepared client documentation to be sent to customer.
    4. Sorted and prepared loan payments to be processed via method appropriate for the type of payment received.
    5. Performed other departmental duties such as Indexing and High dollar validation.
    6. Answered phones and other clerical duties - including signature cards, account maintenance, filing, and miscellaneous projects.
    7. Functioned include primarily keying and processing checks, but may also include batch prep, extracting payments from envelope, payee verification and sorting.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Lockbox Processor Resume

Summary : Diligent Lockbox Processor professional with experience in customer service, gaming, administration, and retail. I have strong work ethic, I am detail oriented and self-motivated to get the job done. I also have the ability to learn and comprehend new software.

Skills : Microsoft Office, 10 Key Operation.

Description :

    1. Daily directed depositing of checks into clients bank accounts.
    2. Prepared all client documents Quickly and Accurately in preparation 4 scanning.
    3. Scanned documents, verifying that all images were scanned correctly and are readable.
    4. Rescanned images in color if necessary.
    5. Indexed of documents, via data entry of information from scanned documents to make searching for documents easily searchable for clients per their specifications of needed info.
    6. Used Attention to Detail Health Information Management Time Management Multitasking Quality Control.
    7. Completed tasks timely and efficiently while meeting set quality and productivity standards for simple/complex accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Lockbox Processor Resume

Objective : Dependable, flexible, adaptable employee with a strong work ethic Possesses excellent interpersonal, communication, and customer service skills Organized, detail minded, and capable of handling multiple tasks simultaneously Maintains a positive, professional attitude with co-workers, management, and customers.

Skills : Lockbox Experience,data Entry, Ten Key, Customer Service, Wire Transfers, Basic Computer , Organizational .

Description :

    1. Manually extracted payments from envelopes, separating and sorting checks and invoices in order to prepare deposit in accordance with client specifications.
    2. Performed 8-point check inspection to ensure that check is correctly written and ready for logging in to the system.
    3. Accurately input payment amounts read from the legal line of the checks into unique PC software applications.
    4. Read and followed specific instructions, which are unique for each account, to accurately prepare deposit.
    5. Collected and prepared check copies for re-association where applicable.
    6. Physically re-associated check copies with invoices and envelopes by matching and stapling the check copy, invoice and envelope together in accordance with customer requirements.
    7. Sorted completed batches in outgoing mail area to be returned to the client.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Lockbox Processor Resume

Summary : Highly capable of managing time and multiple projects efficiently as demonstrated by working 25+ hours weekly while attending all classes on a full time basis Utilize Microsoft Office on a regular basis with heavy use of Excel.

Skills : Scanning Skills, Planning Skills.

Description :

    1. Met or exceeded established department standards for quality and productivity while completing all of the duties listed above.
    2. Retrieved auto cash letter from printer placing with check batch and associate rejected checks from pocket with check and document image.
    3. Operated office machines, such as photocopiers and scanners, phones, and personal computers.
    4. Processed incoming mail for commercial customers.
    5. Prepared documents for shipment to customer.
    6. Scanned and processed checks into the system.
    7. Processed payments received by mail for corporate customers according to specific guidelines and requirements as requested by the client Provided.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Lockbox Processor Resume

Objective : Responsible for Extracting remittances based on standard operating procedures. Responsible for maintaining specific productivity and quality levels. It May requiring some machine operation and basic ten key skills.

Skills : Administrative Assistant, Insurance Verification.

Description :

    1. Prepared manual deposits for payments without a document.
    2. Prepared checks for data entry processing Sorting through customer payment separating transactions according to customer specifications.
    3. Processed and deposited checks and invoices received by mail.
    4. Sorted mail, processed accounts and prepared deposit tickets to meet daily and hourly deadlines.
    5. Prepared information for input into the information reporting system.
    6. Processed batches of work by extracting checks and remittances from envelopes while verifying negotiability of checks following customers' instructions.
    7. Prioritized work to meet strict deadlines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma In General Education

Lockbox Processor Resume

Objective : Seeking a Lockbox Processor profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : MS Office, Mailroom, Finance, Management, Collections.

Description :

    1. Processed and deposited checks received by mail.
    2. Sorted mail, performed mail-outs, data entry, balanced and cut-off accounts.
    3. Met and exceeded daily productivity and error rate goals.
    4. Prepared information for input into the information reporting system.
    5. Relayed incorrect deposit information to management to guarantee that individual account requirements were met.
    6. Verified checks and batches for special instructions given by customers and determines the appropriate item handling.
    7. Provided superior customer service by processing lockbox payments above the department standard.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associates Degree In Accounting

Lockbox Processor Resume

Objective : As a Lockbox Processor, responsible for Processing and/or reconciling transactions in accordance with established policies and procedures, and also Ensuring the appropriate materials, documentation, and capacity are available to complete transactions.

Skills : 10-Key, Microsoft Outlook, Microsoft Excel, Data Entry.

Description :

    1. Performed normal lock box processing.
    2. Validated/reconciled deposits and transmitted in a timely manner.
    3. Prepared client documentation to be sent to customer.
    4. Sorted and prepared loan payments to be processed via method appropriate for the type of payment received Performed other departmental duties.
    5. Answered phones and other clerical duties - including account maintenance, filing, and miscellaneous projects.
    6. Effectively contributed to meeting team goals in addition to individual responsibilities.
    7. Contributed over 200 files a day Maintain site productivity and quality standards.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Lockbox Processor Resume

Summary : A natural leader with a strong desire for excellence. Highly self-motivated, accurate, and efficient. A quick learner. Well organized, detail oriented and adaptable. Team player who works well independently. Positive attitude and is able to work in cross functional team to achieve organizational benefits.

Skills : Quickbooks, Microsoft Word/Excel.

Description :

    1. Performed data correction for account, routing and check numbers.
    2. Handled check amount entry with accuracy and precision.
    3. Signatured card scanning and filing with heavy data entry when new accounts are opened.
    4. Scanned and uploaded documents to our Hogan database.
    5. Processed medical payments for clients.
    6. Collected required monetary documents.
    7. Scanned monetary documents to the Launch database.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS

Lockbox Processor Resume

Summary : A Bachelors of Arts in Economics with 18 years of work experience, extremely detail oriented, highly self-motivated, has ability to prioritize time, organize responsibilities, accomplish objectives, hard working, and independent worker seeking opportunity to be part of a financial institution.

Skills : Accounting, Accounts Payable, Accounts Receivable, Microsoft Word And Excel, Microsoft Outlook, Microsoft Powerpoint, Banking, Customer Service, 10 Key By Touch.

Description :

    1. Dispensed and sorted mail for multiple lockboxes.
    2. Prepared mail for data entry processing.
    3. Packaged information for customers.
    4. Handled processing of all customers' deposits that have lockbox accounts with the bank.
    5. Scanned previously processed lockbox, vault, and post office deposits.
    6. Handled all incoming and outgoing mail for the bank.
    7. Prepared mailbags for pickup by couriers for all bank branches.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School DIploma