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Lockbox Data Entry Clerk

Kforce Finance and Accounting St. Louis, MO Contractor
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Kforce has a client that is seeking a Lockbox Data Entry Clerk in Saint Louis, MO. Essential Functions:
  • Performs document processing and record keeping functions for customer accounts
  • Reviews documents, policies, files, etc. to ensure accuracy, completeness and compliance with internal, investor, regulatory and department requirements
  • Takes action to resolve customer account discrepancies
  • Responsible for performing a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area
  • Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support
  • Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information
  • Receives, classifies, consolidates and summarizes documents and information
  • Maintains records of all documents processed
  • Completes a variety of reports and utilizes a variety of office equipment to record, store and retrieve information
  • Responds to inquiries and initiates communication with internal and external customers to resolve problems; providing quality customer service and follow-up
  • Actively ensures compliance with the all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures


  • Typically requires High School diploma or GED
  • Knowledge of products, services, terminology, procedures and systems related to assigned area, as well as applicable laws and regulatory requirements
  • Proven commitment to high quality customer service
  • Ability to work with well with customers
  • Good time management skills to maximize the number of customers that can be assisted while maintaining a high level of customer service
  • Good understanding and knowledge of internal polices and procedures
  • Good keyboard and PC skills using word processing and spreadsheet software as well as good verbal and written communication skills
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Recommended skills

Word Processor
Customer Service
Time Management
Data Entry
Document Processing
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Job ID: FATVF1887981


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