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Lockbox Processor

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First Approach is a leading document management and lockbox firm providing advanced document management solutions tailored to meet the unique needs of our diverse clientele.

On site position is 8am – Noon Monday- Friday

Location: The Woodlands Texas
Key Responsibilities:

• Payment Processing:
Retrieving, opening and sorting mail containing payments.
Extracting and scanning documents.
Entering transaction data accurately.
Processing payments for clearing according to bank procedures.
Reconciling payments with client records.
• Quality Assurance:
Ensuring the accuracy and completeness of all processed transactions.
Identifying and resolving errors or discrepancies.
• Other Duties:
May include mail room operations, batch review, and documentation.
May assist with other tasks as assigned.

Skills and Qualifications:

• Strong organizational and time management skills:
• Excellent attention to detail and accuracy:
• Proficiency in data entry and computer software:
• Ability to work independently and as part of a team:
• Ability to handle confidential information:
• Access to a vehicle for daily mail pickup:
• Not required but a positive - knowledge of banking procedures and lockbox systems:

To be discussed