Data Entry Specialist - SUNWEST BANK : Job Details

SUMMARY

The Lockbox Processing Specialist will be expected to assist with Lockbox business operations including envelope extraction, document scanning, transaction data entry, batch review and documentation, reject review, as well as mail desk responsibilities. Additional duties include, but not limited to, pulling down reports and files from the bank's website or third-party websites. The Lockbox Processing Specialist may perform additional tasks or assist with projects as assigned by the Lockbox Supervisor and/or the Lockbox Administrator.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receives and sorts mail from the United States Postal Service

• For each assigned account, opens mail and prepares batches based on processing instructions received from the customer and departmental procedures

• Maintains the overall document imaging process including prepping, scanning, and verification of all documents to ensure a systematic free flow process

• Retrieves files from various sources and imports them into the Lockbox database via the Lockbox software

• Meets quality and quantity objectives as determined by management

• Effectively communicates with customers via email and phone

• Ensure compliance with HIPAA and HITECH rules for Healthcare Lockbox processing

ADDITIONAL RESPONSIBILITIES

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management

• Demonstrates high level of quality work, attendance and appearance

• Adheres to all Company Policies & Procedures and Safety Regulations

• Adheres to local, state and federal laws

• Understands and complies with all company rules and regulations

• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.

• Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

• Business operations and/or data entry experience

• Strong organizational skills with the ability to prioritize effectively

• Excellent oral and written communication skills

• Strong PC Skills including: Word, Excel, File Explorer

• Strong attention to detail with solid follow-up skills

• Strong number sense when reviewing information

• Effective problem-solving skills and ability to troubleshoot when problems occur

• Ability to work effectively under pressure and manage multiple assignments simultaneously

• Ability to thrive in a team setting

• Able to stand for extended periods

COMPETENCIES:

• Adaptability

• Communication

• Decision Making

• Initiative

• Innovation

• Motivator

• Organization

• Professionalism

• Results Orientated

PHYSICAL DEMANDS: In general, the following physical demands 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 allow differently-abled individuals to perform the essential functions of the job.

• Standing, walking and squatting less than fifty percent of the work shift

• Required to lift, move and carry up to 40 pounds

• Ability to read, count and write to accurately complete all documentation and reports

• Must be able to see, hear and speak in order to communicate with employees and other customers

• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus

• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.

• The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance

• Noise levels are considered moderate

Sunwest Bank Is an Equal Opportunity Employer

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

​