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Processing Specialist Lockbox Jobs in California

Sunwest Bank

Lockbox Processing Specialist

Irvine, CA · On-site

$20 - $25/hr

Lockbox Processing Specialist Department: Lockbox Reports to: Lockbox Manager Status: ☐ Exempt ☒ Non-Exempt About the Role The Lockbox Processing Specialist will be expected to assist with ...

Sunwest Bank

Lockbox Processing Specialist

Irvine, CA

$20 - $25/hr

Lockbox Processing Specialist Department: ​Lockbox Reports to: Lockbox Manager Status: ​☐​ Exempt ​☒​ Non-Exempt About the Role The Lockbox Processing Specialist will be expected to ...

Collabera

Lockbox Specialist (Level I)

Los Angeles, CA · On-site

Job Requirements 6 months to 1+ years of banking, payment or account receivable processing experience. Contractor will be working in the Lockbox so need to have OPEX and or Lockbox experience. 8k ...

Rently

Shipping & Receiving Specialist

Camarillo, CA · On-site

$22 - $24/hr

The Shipping & Receiving Specialist is responsible for the accurate and efficient flow of inventory ... RMA Processing * Receive and document all lockbox returns within the assigned turnaround time

Rently

Shipping & Receiving Specialist

Camarillo, CA · On-site

$22 - $24/hr

Description The Shipping & Receiving Specialist is responsible for the accurate and efficient flow ... RMA Processing * Receive and document all lockbox returns within the assigned turnaround time

Rently

Shipping & Receiving Specialist

Camarillo, CA · On-site

$22 - $24/hr

Job Type Full-time Description The Shipping & Receiving Specialist is responsible for the accurate ... RMA Processing * Receive and document all lockbox returns within the assigned turnaround time

GU Energy

Temporary Accounting Specialist

Berkeley, CA · On-site

$42 - $50/hr

Post and deposit all account receivables, including lockbox, ACH and wire inbound, PayPal & other ... Process and send out monthly statements of account * Performs ad hoc duties and responsibilities as ...

GU Energy

Temporary Accounting Specialist

Berkeley, CA · On-site

$42 - $50/hr

Post and deposit all account receivables, including lockbox, ACH and wire inbound, PayPal & other ... Process and send out monthly statements of account * Performs ad hoc duties and responsibilities as ...

GU Energy Labs

Temporary Accounting Specialist

Berkeley, CA · On-site

$42 - $50/hr

Post and deposit all account receivables, including lockbox, ACH and wire inbound, PayPal & other ... Process and send out monthly statements of account * Performs ad hoc duties and responsibilities as ...

The Management Trust

ACCOUNTING SPECIALIST

Irvine, CA · On-site

$62 - $73/hr

Accounting Specialist Location: Irvine, CA Reporting To: Division Controller Status: Non-Exempt ... for all Lockbox needs * Provide other support to HOA attorney(s) as requested * Process credit ...

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Processing Specialist Lockbox information

What is a processing specialist lockbox?

Processing Specialist Lockbox jobs involve handling and processing payments, checks, and related documents for clients using a bank’s lockbox service. Lockbox processing specialists are responsible for opening mail, extracting payments, performing data entry, verifying information, and preparing deposits. They play a key role in ensuring that payments are processed accurately and efficiently, often working in secure, deadline-driven environments. Attention to detail, organizational skills, and familiarity with financial systems are essential for this role.

What are the key skills and qualifications needed to thrive as a processing specialist lockbox?

A Processing Specialist Lockbox requires strong attention to detail, basic accounting or financial knowledge, and a high school diploma or equivalent. Familiarity with lockbox processing software, document scanners, and data entry systems is typically expected. Excellent organizational skills, reliability, and the ability to work efficiently under deadlines help someone stand out in this role. These skills ensure accurate, timely processing of payments and documents, which is critical for maintaining client trust and operational efficiency.

What are some common challenges faced by processing specialist lockbox employees, and how can they be addressed?

Processing Specialist Lockbox employees often face challenges such as managing high volumes of transactions during peak periods, maintaining accuracy under tight deadlines, and quickly adapting to updated procedures or technology. To address these, it's important to develop strong organizational skills, pay close attention to detail, and communicate proactively with team members and supervisors. Many teams also promote cross-training and regular process reviews to ensure consistency and support workload balancing.

What is the difference between Processing Specialist Lockbox vs Processing Specialist Mailroom?

AspectProcessing Specialist LockboxProcessing Specialist Mailroom
CredentialsBasic financial or administrative certifications often preferredSame as Lockbox, with focus on mail handling
Work EnvironmentBank or financial institution processing paymentsCorporate or organization mailroom handling incoming/outgoing mail
Industry UsageCommon in banking, finance, and accounts receivableUsed across various industries for mail management
Job FocusProcessing payments, deposits, and electronic transactionsSorting, distributing, and managing incoming/outgoing mail

Processing Specialist Lockbox roles primarily focus on handling payments and financial transactions within banking environments, while Processing Specialist Mailroom positions involve managing organizational mail. Both roles require attention to detail and administrative skills but differ in their specific functions and industry settings.

What are popular job titles related to Processing Specialist Lockbox jobs in California?

For Processing Specialist Lockbox jobs in California, the most frequently searched job titles are:

What job categories do people searching Processing Specialist Lockbox jobs in California look for?

The top searched job categories for Processing Specialist Lockbox jobs in California are:

What cities in California are hiring for Processing Specialist Lockbox jobs?

Cities in California with the most Processing Specialist Lockbox job openings:

Processing Specialist Lockbox jobs near you
Infographic showing various Processing Specialist Lockbox job openings in California as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution.

Lockbox Processing Specialist

Sunwest Bank

Irvine, CA • On-site

$20 - $25/hr

Full-time

Re-posted 7 days ago

Job description

Job Title: Lockbox Processing Specialist
Department: Lockbox
Reports to: Lockbox Manager
Status: ☐ Exempt ☒ Non-Exempt
About the Role
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, and mail desk responsibilities. Additional duties include 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.
Work Details
Schedule: Monday - Friday, 8:00 AM - 5:00 PM
Work Location: ☒ Onsite
Travel: None
What You'll Do
  • Receive and sort mail from the United States Postal Service
  • Open mail and prepare batches for assigned accounts based on customer processing instructions and departmental procedures
  • Maintain the document imaging process including prepping, scanning, and verification of documents
  • Retrieve files from various sources and import them into the Lockbox database using Lockbox software
  • Meet quality and quantity objectives as determined by management
  • Communicate effectively with customers via email and phone
  • Ensure compliance with HIPAA and HITECH requirements for Healthcare Lockbox processing
  • Demonstrate professionalism in communication, attitude, and teamwork
  • Adhere to Company Policies and Procedures, Safety Regulations, and applicable laws
  • Attend required training and maintain knowledge of regulations applicable to financial institutions, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, IT, and GLBA
  • Perform additional duties as assigned related to the position

What We're Looking For
(Required)
  • Business operations and/or data entry experience
  • Strong organizational and prioritization skills
  • Excellent oral and written communication skills
  • Strong PC skills including Word, Excel, and File Explorer
  • Strong attention to detail with solid follow-up skills
  • Strong number sense when reviewing information
  • Effective problem-solving and troubleshooting skills
  • Ability to work under pressure and manage multiple assignments
  • Ability to work effectively in a team setting
  • Ability to stand for extended periods

(Nice to Have)
  • Lockbox or financial services processing experience
  • Healthcare lockbox processing experience

Why You'll Love Working Here
  • Team Culture
  • Growth Opportunities
  • Benefits or Perks

Posting Location(s):
Irvine Corporate Office; 2050 Main Street, Suite 300, Irvine, CA 92614
Compensation
$20/hour - $25/hour + bonus + benefits
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.
☐Sedentary: Limited activity, no lifting, limited walking
☐Moderate: Mostly standing, walking, bending, frequent lifting
☒Light: Office work, some lifting, bending, stooping or kneeling, walking
☐Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are 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.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank's review of criminal conviction history, including pretrial diversions or program entries.
Pay Range: $20 - $25 per hour

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