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Lockbox Operations Manager Jobs in North Carolina

Accounts Receivable Specialist

Charlotte, NC · Hybrid

$19.75 - $26.25/hr

Oversee lockbox volumes and resolve check queries where required. * Forward Notices of Cancellation ... Resultsoriented professional with the ability to execute independently, manage operational and ...

IMAGING SPECIALIST II

Charlotte, NC · On-site

$16 - $17/hr

Extensive Lockbox Servicing experience strongly preferred. * Mailroom experience preferred ... Ability to perform these operations using units of American money and weight measurement, volume ...

Extensive Lockbox Servicing experience strongly preferred. * Mailroom experience preferred ... Ability to perform these operations using units of American money and weight measurement, volume ...

IMAGING SPECIALIST II

Charlotte, NC · On-site

$16 - $17/hr

Extensive Lockbox Servicing experience strongly preferred. * Mailroom experience preferred ... Ability to perform these operations using units of American money and weight measurement, volume ...

IMAGING SPECIALIST II

Charlotte, NC · On-site

$16 - $17/hr

Extensive Lockbox Servicing experience strongly preferred. * Mailroom experience preferred ... Ability to perform these operations using units of American money and weight measurement, volume ...

Showing results 21-32

Lockbox Operations Manager information

What is a lockbox operations manager?

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 skills and qualifications are needed to be a lockbox operations manager?

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 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 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 are popular job titles related to Lockbox Operations Manager jobs in North Carolina?

For Lockbox Operations Manager jobs in North Carolina, the most frequently searched job titles are:

What job categories do people searching Lockbox Operations Manager jobs in North Carolina look for?

The top searched job categories for Lockbox Operations Manager jobs in North Carolina are:

What cities in North Carolina are hiring for Lockbox Operations Manager jobs?

Cities in North Carolina with the most Lockbox Operations Manager job openings:

Accounts Receivable Specialist

Hyperiongrp

Charlotte, NC • Hybrid

$19.75 - $26.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It's what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities - work / life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

What is the role?

We are seeking an Accounts Receivable Specialist in Charlotte, NC with a hybrid work schedule.

ROLE SUMMARY

TheAccounts Receivable Specialistwill provide day-to-day accounts receivable processing and support, including cashiering and cash allocation, for designated business units withinHowden Specialty LLC, ensuring operational excellence and compliance with company and group policies. This role delivers accurate and timely processing of cash receipts, cash allocation, and account reconciliations, supporting Insurance Broker Accounting (IBA) operations. It serves as a point of contact for account queries, delivering high-quality service and stakeholder coordination across markets, clients, and internal teams. The role supports datadriven reporting to guide execution priorities, contributes to crossfunctional initiatives, and ensures strict adherence to compliance, governance, and regulatory requirements.

What will you be doing?

Operational Responsibilities

  • Ensure timely and accurate cashiering and cash allocation activities, escalating to leadership where required.

  • Process incoming payments and cashiering transactions, complete cash allocation and matching, and reconcile accounts with markets and clients within agreed timelines.

  • Oversee lockbox volumes and resolve check queries where required.

  • Forward Notices of Cancellation to relevant departments and actively drive followthrough, including escalation where necessary.

  • Resolve account and reconciliation queries efficiently and accurately.

  • Provide operational support for U.S. Cashiering and Treasury activities, including processing incoming payments, allocating cash to accounts, and assisting with routine banking inquiries.

Stakeholder and Client Relationship

  • Build and maintain strong relationships with internal and external stakeholders, serving as a responsive point of contact when needed; this includes supporting Private Client and Health & Benefits.

  • Respond to business and customer requirements with agility, professionalism, and sound judgment, while upholding the highest ethical standards in all interactions.

Reporting & Projects

  • Maintain accurate, uptodate system records and deliver accounting operations, KPI reporting, and management information.

  • Use datadriven insights to steer execution priorities, identify escalation needs, and communicate effectively through clear data storytelling.

  • Support assigned initiatives and actively contribute to crossfunctional projects.

  • Perform account reconciliations with markets and clients, ensuring issues are identified, investigated, and resolved efficiently and accurately.

  • Respond to accountrelated inquiries promptly and in line with defined service standards.

Compliance, Governance & Market Awareness

  • Ensure compliance with company policies, procedures, and all applicable legal and regulatory requirements.

  • Stay informed of relevant legal, regulatory, and market changes affecting the role and the business.

What are we looking for?

Qualifications:

  • In-depth understanding of the Bill-to-Cash lifecycle within an agency management system; hands-on Applied Epic tactical experience is highly desirable.

  • 3+ years of experience in accounts receivable, cashiering, or accounting operations, preferably within comparable agency environment.

  • Experience collaborating with offshore or cross-functional partners is a plus.

  • Resultsoriented professional with the ability to execute independently, manage operational and accounting processes accurately, and deliver highquality outcomes in a fastpaced environment.

  • Strong analytical and problemsolving skills, with the ability to interpret, manipulate, and draw insights from financial and operational data to identify trends, risks, and solutions.

  • Solutionoriented mindset, capable of prioritizing tasks, resolving issues efficiently, and escalating appropriately when needed.

  • Proven ability to interpret, implement, and consistently enforce policies, procedures, internal controls, and governance requirements.

  • Clear, confident verbal and written communication skills, including the ability to translate data into actionable insights and influence outcomes.

  • Collaborative team player and role model, contributing positively across functions and supporting shared objectives.

  • Selfmotivated with a proactive approach to learning and continuous improvement.

  • Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.

Compensation and Benefits

The expected base salary range for this role is $70,000- $100,000; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as non-exempt under the Fair Labor Standards Act (FLSA).

In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:

  • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts

  • 401(k) retirement plan

  • Flexible Paid Time Off and paid parental leave

  • Life and Disability insurance

Our sustainability promise

We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.

What do we offer in return?

A career that you define. At Howden, we value diversity - there is no one Howden type. Instead, we're looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new

  • We support each other in the small everyday moments and the bigger challenges

  • We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application - if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent