Mary Ann Scott
Buena Park,CA
Summary
The Lockbox Specialist 2 is responsible for processing daily lockbox documentation and payments received via mail/ courier for lockbox clients. This includes ensuring that same-day credit is provided to the customer's account. The Lockbox Specialist 2 is also responsible for assisting the Lockbox supervisor by monitoring the daily workflow ensuring that all deadlines are being met throughout the day,including monitoring the staff’s daily process and preparing/ adjusting the daily job rotations as needed. I'm highly skilled in data entry, customer service, and correspondence control been in the banking operations lockbox for over 25 years.
Overview
27
27
years of professional experience
Work History
Lockbox Specialist 2
Farmers And Merchants Bank Of Long Beach
02.2020 - Current
- Process payments
- Ensured accurate and timely payments for clients by diligently verifying payment information.
- Scanning documents using a high-speed scanner.
- Creating and maintaining daily/ monthly production logs using Excel and Word.
- Assisted in training new lockbox specialists, providing guidance on company procedures and best practices.
- Safeguarded sensitive client data through diligent adherence to security protocols and data protection measures.
- Managed high volumes of incoming mail containing payments, efficiently sorting for prompt processing.
- Maintain all Lockbox Procedures, including writing, proofing and revising as necessary.
- Demonstrated flexibility in adapting to fluctuating volumes or shifting priorities, maintaining high levels of productivity and quality under varying workloads.
- Complete additional tasks or projects as assigned by management.
Lockbox Specialist
Farmers And Merchants Bank Of Long Beach
01.1997 - 01.2020
- Opens mail using Opex extracting equipment.
- Sort through customer payments separating the transactions according to customer specifications.
- Verifying the negotiability of checks through customer-specific instructions for processing.
- Prepare manual deposits for payment received.
- Monitor and /or ensure compliance with Federal and State laws and regulations; including but not limited to the Bank Secrecy Act and Anti Money Laundering, in addition to, Bank operation policies and procedures.
- Re-associating check images to the corresponding material while validating the quality of images.
Education
High School Diploma -
Philippine College of Technological Resources
Manila, Philippine 04.1984
Skills
- Check Handling
- Record Keeping
- Deposit Preparation
- Process credit card payments
- Data entry accuracy and attention to detail
- Verifying check payment
- Document Scanning
- Cash Handling
- Basic computer skills
- 10-Key Data Entry
- Staff Scheduling
- Sorting and Filing
- Invoice Processing
- Payment Processing
Timeline
Lockbox Specialist 2
Farmers And Merchants Bank Of Long Beach
02.2020 - Current
Lockbox Specialist
Farmers And Merchants Bank Of Long Beach
01.1997 - 01.2020
High School Diploma -
Philippine College of Technological Resources
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