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Lead Specialist (Lockbox) in Superior, CO at KeyBank

Date Posted: 2/3/2021

Job Snapshot

  • Employee Type:
  • Location:
    1000 McCaslin Boulevard
    Superior, CO
  • Date Posted:

Job Description

Typical work schedule will be Monday - Friday 6:00 a.m. – 3:00 p.m. and/or until completion of work.

Job Brief:
Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed.

Essential Job Duties:
Open mail and extract paper invoices/checks (Applicants will be tested to determine extraction skills)
Properly sort non-payment documents for processing
Accurately batch work and communicate issues to Workflow Coordinator or Supervisor
Develop subject matter expertise to identify optimizations and troubleshoot processing issues
Operate high volume extraction and image capture devices to process client payments
Utilize Lockbox software for data entry and reconciliation processes
Assist with end of day activities including client reporting, packaging and exception processing
Backup workflow coordinator when necessary, managing the flow of work throughout the various stages of Lockbox processing
This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties
Administers moderate procedures, analysis, tasks and reporting while receiving limited instructions for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process
Reviews and ensures proper documentation or procedures are used for moderate activities
Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior level or supervisor. May provide service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers
Uses some independence of thought to resolve basic issues and refers more complex problems to supervisors or other experts.
Recommends and implements programs to solve routine issues, contributes to workflow or process change and redesign, and forms a foundational/basic understanding of the specific product or process
Accountable for regular reporting and analysis requests
Typically covers a broad range of responsibilities rather than focusing on one specific role.
Is fully proficient in duties while working under moderate to limited supervision.
Perform item processing in all different categories
Other duties as assigned

Experience and Education:
1+ years of experience in operations role
High School Diploma or equivalent work experience required. College degree preferred
Works well with others in a fully developed team environment
Open minded and adaptable to new ideas in a changing environment
Exceptional attention to detail.
Ability to work under pressure and meet deadlines
Proficient in Microsoft Office applications
Proficient in 10-Key, able to perform with a high degree of speed and accuracy.
Proven ability to handle monetary/ processing functions independently
Proven ability to handle high transaction volumes accurately and meet production goals
Proven strong verbal/written communication and interpersonal skills
Good judgement and decision-making skills, basic leadership skills
Ability to identify issues and demonstration of basic analytical, research and problem resolution skills
Comfortable navigating multiple computer systems and applications, utilizing resources to solve routine challenges
Moderate knowledge of banking policies, procedures, government regulations
Ability to perform moderate scheduled and non-scheduled maintenance functions
Excellent customer service skills and ability to handle routine/occasional customer service inquiries independently
May train or assist in training new staff
Ability to work with minimal supervision in decision making

Please note that a sorting assessment will be given as part of the on-site interview process.
This position is eligible to earn an hourly rate of $19.00 per hour. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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