Lockbox Processing Associate

Title: Lockbox Processing Associate

Location: 3585 Atlanta Ave Atlanta, GA

Duration: 4 months

Work Engagement: W2

Work Schedule: 5 days in office, Mon - Fri 8am - 5pm

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

We are seeking a detail-oriented Lockbox Processing Associate to support Lockbox operations. This role is ideal for candidates with strong analytical abilities, intermediate Microsoft Office skills, and the ability to manage multiple requests in a fast-paced environment. Individuals with prior Lockbox experience are highly preferred; however, candidates with excellent attention to detail, strong Excel proficiency, and a willingness to learn will also be considered.

Unlike entry-level processing roles, this position requires more investigative work, critical thinking, and communication with internal stakeholders and client-facing teams. The work is varied and less repetitive, making it a great fit for professionals who enjoy problem-solving and process management.

Responsibilities:

• Review and process Lockbox change requests received through the Automated Enrollment Solution (AES) system.

• Analyze request documentation and attachments to accurately execute requested changes.

• Maintain and update reports using Microsoft Excel and Microsoft Word.

• Document request activity and add required information throughout the processing lifecycle.

• Perform weekly balancing and reconciliation of requests.

• Track and manage requests across multiple systems, including Excel-based tracking tools.

• Utilize Lockbox databases to review customer information, account specifications, workflows, and related operational data.

• Collaborate with internal teams, including customer service, sales, and client support groups.

• Communicate professionally through email and written correspondence regarding request statuses and requirements.

• Ensure accuracy, compliance, and adherence to established operational procedures.

Qualifications:

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• Intermediate proficiency in Microsoft Excel, including working with spreadsheets, data tracking, and reporting.

• Intermediate proficiency in Microsoft Word.

• Strong attention to detail and organizational skills.

• Ability to manage multiple requests and priorities simultaneously.

• Excellent written communication and email etiquette.

• Strong problem-solving and investigative skills.

• Ability to learn new systems, processes, and operational workflows quickly.

• Previous Lockbox operations experience. (highly preferred)

• Familiarity with banking or financial services operations.

• Experience reviewing customer account information, workflow processes, and operational documentation.

• Experience working in request management or processing environments.