Lead-Lockbox

Colonial Group; Philadelphia (Philadelphia County); On-site; USD 42,000 - 60,000; Full time

Job summary

Colonial Group is seeking a Supervisor to lead the Lockbox Clerical team, ensuring efficient workflow, accuracy, and security in payments processing. The role requires knowledge of department systems and banking experience.

The successful candidate will schedule staff, monitor performance, and train new personnel while coordinating with senior staff to meet contractual standards in a fast-paced office environment.

Qualifications

• Leadership experience in a financial payment processing environment.
• Strong spoken and written communication skills.
• Understanding of computer systems and department workflow.
• Ability to motivate people and plan/prioritize work.
• Accuracy with record keeping and attention to detail.

Responsibilities

• Supervise and coordinate the activities of Lockbox Clerical Worker.
• Prepare work schedules to optimize workflow based on production logs.
• Monitor accuracy and productivity in line with contract requirements.
• Coordinate and control the flow of correspondence.
• Study and standardize procedures to improve efficiency.
• Check processed work for accuracy via batch controls.
• Ensure payments are secured in the Lockbox and currency is safely stored.
• Participate in training of new staff.
• Cover duties of supervisor in their absence.

Skills

Leadership experience

Communication skills

Computer systems knowledge

Decision-making ability

Accuracy in record keeping

Education

Associate's degree

Job description

SUMMARY

Supervises and coordinates the activities of Lockbox Clerical Worker under the direction of the Supervisor. Must have knowledge of all department systems equipment. Banking and accounting experience is a MUST.

Key Responsibilities:

• Must have thorough knowledge of all department equipment including Trans. Remittance Processors, OPS (mail opening processor), Image Scanner Processor and all PC equipment.
• Prepare work schedules to expedite workflow by examining daily production logs to determine resource utilization.
• Monitor all work performance of Lockbox for accuracy and true productivity in compliance to that of the contract
• Coordinate and control the flow of correspondence.
• Study and standardize procedures to improve efficiency of subordinates.
• Check all processed work being transmitted for accuracy through batch control.
• Make sure all payments received are secured in the Lockbox area and that currency is placed in the safe.
• Participate in the training of new staff members
• Work under the direction of the Supervisor and perform some of the duties in his or her absence.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to motivate people
• Good spoken and written communication skills
• Good 'people skills' for building relationships with colleagues at all levels
• Ability to plan and prioritize your own work and other people's
• Understanding of computer systems and workflow of department
• Decision-making ability
• Accuracy with record keeping

EDUCATION and/or EXPERIENCE

• Associate's degree
• A minimum of 2 -3 years of experience
• Leadership experience in a financial payment processing environment

LANGUAGE SKILLS

• Ability to read, analyze, and interpret internal business documents, technical procedures, or governmental regulations

MATHEMATICAL SKILLS

• Ability to calculate figures and amounts such as percentages and volumes

REASONING ABILITY

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

___% Standing ___% Sitting ___% Lifting

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise in business office with computers, mail opening machines and printers