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Lockbox Operations Manager Jobs in California (NOW HIRING)

Dispatch & Operations * Coordinate and assign delivery routes to drivers efficiently and accurately ... Communicate delays, issues, or changes to drivers and management immediately * Verify all delivery ...

Dispatch & Operations * Coordinate and assign delivery routes to drivers efficiently and accurately ... Communicate delays, issues, or changes to drivers and management immediately * Verify all delivery ...

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Lockbox Operations Manager information

What are the key skills and qualifications needed to thrive as a Lockbox Operations Manager, and why are they important?

To thrive as a Lockbox Operations Manager, you need expertise in payment processing, cash management, and a solid understanding of banking regulations, typically supported by a bachelor’s degree in finance or a related field. Familiarity with lockbox processing platforms, treasury management systems, and compliance software is crucial. Strong leadership, attention to detail, and problem-solving abilities are essential soft skills for managing teams and ensuring operational accuracy. These competencies enable efficient transaction processing, regulatory compliance, and high service quality in a fast-paced financial environment.

What are some common challenges faced by a Lockbox Operations Manager, and how can they be addressed?

Lockbox Operations Managers often encounter challenges such as ensuring timely processing of large volumes of payments, maintaining accuracy under tight deadlines, and managing evolving regulatory requirements. Addressing these challenges requires strong organizational skills, effective use of automation technology, and consistent staff training to prevent errors. Additionally, fostering clear communication with both internal teams and external clients helps resolve discrepancies quickly and maintain high service standards.

What are Lockbox Operations Managers?

Lockbox Operations Managers oversee the processing of incoming payments (often checks) received through a lockbox service, which is a secure way for organizations to collect payments by having them sent directly to a bank. They are responsible for managing the team that handles payment processing, ensuring accuracy, compliance, and efficiency in the workflow. Additionally, they implement process improvements, manage client relationships, and ensure all regulatory and security standards are met. This role is crucial in industries such as banking and financial services, where timely and accurate payment handling is essential.

What is the difference between Lockbox Operations Manager vs Lockbox Specialist?

AspectLockbox Operations ManagerLockbox Specialist
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CAMS are a plusUsually requires a high school diploma or associate degree; certifications are less common
Work EnvironmentOversees teams in banking or financial institutions, managing operations and processesPerforms daily lockbox processing tasks, often in a banking or financial setting
Employer & Industry UsageUsed by banks, financial services, and corporations managing receivablesCommonly employed within banks and financial institutions for payment processing

The Lockbox Operations Manager oversees the entire lockbox processing operation, managing teams and ensuring efficiency, while the Lockbox Specialist handles the day-to-day processing of payments. Both roles are essential in financial institutions but differ in scope, responsibilities, and required experience.

What job categories do people searching Lockbox Operations Manager jobs in California look for? The top searched job categories for Lockbox Operations Manager jobs in California are:
What cities in California are hiring for Lockbox Operations Manager jobs? Cities in California with the most Lockbox Operations Manager job openings:
Property & Client Services Coordinator (Retail Center Operations)

Property & Client Services Coordinator (Retail Center Operations)

TCWGlobal

San Jose, CA • On-site

$32 - $34/hr

Full-time

Medical, Dental, Vision

Posted 25 days ago


Job description

Property & Client Services Coordinator (Retail Center Operations) – $32–$34/hr | San Jose, CA | Start Immediately


Why This Role Stands Out

Join a fast-paced retail environment where you’ll sit at the center of operations, finance, and tenant experience. This is a highly visible role supporting leadership at a major shopping destination—ideal for someone who thrives on ownership, organization, and making things run seamlessly behind the scenes.


Role Overview

The Property & Client Services Coordinator is the operational backbone of the center, driving administrative excellence across contracts, finance, compliance, and tenant coordination. Reporting directly to the General Manager, this role ensures accuracy, efficiency, and compliance across critical day-to-day functions that support the overall success of the property.


What You’ll Own

Contract & Procurement Operations

  • Maintain and manage the Center Contract Log, tracking all agreements and amendments
  • Draft and process service contracts, work orders, and change orders
  • Support vendor bidding and contract lifecycle through Procore
  • Ensure adherence to procurement policies and financial authorization guidelines
  • Participate in vendor/project meetings and track follow-ups


Financial & Administrative Operations

  • Own accounts payable processing: invoice matching, routing, and issue resolution
  • Manage vendor setup and maintenance requests to ensure timely payment
  • Process and audit manual billings across departments (legal, specialty leasing, etc.)
  • Maintain check logs and coordinate lockbox submissions
  • Reconcile P-Card expenses monthly and track supporting documentation
  • Support quarterly accruals and forecasting alongside leadership


Risk, Compliance & Access Management

  • Coordinate and issue work/access permits for vendors and contractors
  • Ensure all contractors meet insurance and compliance requirements
  • Support compliance workflows using systems like Sine/Angus
  • Prepare and submit required forms to initiate vendor compliance processes


Tenant & Operational Support

  • Act as a key point of contact for tenants, ensuring smooth communication and support
  • Assist with specialty leasing activations and center events
  • Support general administrative needs that keep the center running efficiently


What We’re Looking For

  • Highly proactive, detail-oriented, and organized
  • Strong communication and interpersonal skills (tenant-facing role)
  • Ability to multi-task and manage competing priorities in a fast-paced environment
  • Confident working independently with sound judgment
  • Experience with financial processes, contracts, or property management is a plus
  • Familiarity with tools like Procore, invoice systems, or compliance platforms preferred


Role Details

  • Location: Oakridge, CA 95123
  • Pay Rate: $32–$34/hour (W-2)
  • Start Date: ASAP
  • Duration: Long-term contract with strong potential for extension


If you’re someone who thrives in a highly organized, people-facing operations role and enjoys being the go-to person who keeps everything moving—this is an excellent opportunity to step into a high-impact position.

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.