Lockbox Processing Clerk

About This Role

The Lockbox Processing Clerk supports daily lockbox and payment processing operations by accurately batching, processing, and balancing incoming payments. This role requires hands-on experience with lockbox workflows and the ability to clearly identify and process Retail, Wholesale, and Whotail payments.

Responsibilities

• Perform end-to-end lockbox payment processing, including batching, balancing, and encoding deposits
• Accurately identify, separate, and process Retail, Wholesale, and Whotail payments
• Extract and prepare documents such as checks, EOBs, invoices, correspondence, and envelopes for processing
• Review and interpret Explanation of Benefits (EOBs) and distinguish medical documents from Retail and Wholesale payments
• Ensure accuracy of batches using 10-key keypad calculations by sight
• Generate processing reports, statements, and deposit documentation
• Photocopy, sort, and organize incoming work according to processing requirements
• Prepare and mail outbound materials as required
• Operate departmental equipment including Opex 150, NCR 7780, and Mail Sorter machines
• Maintain compliance with processing timelines, quality standards, and security procedures
• Support general production and operational tasks as assigned

Requirements

• 1-2 years of hands-on lockbox or payment processing experience
• Proven experience in batching and processing lockbox payments for Retail, Wholesale, and Whotail
• Strong ability to read, identify, and classify payment types accurately
• Experience extracting and handling checks, EOBs, invoices, and correspondence
• Proficient in data entry and deposit encoding
• Ability to perform basic math using a 10-key keypad by sight
• Familiarity with lockbox or processing equipment such as Opex 150, NCR 7780, or similar systems
• High attention to detail with strong organizational skills

Qualifications

• High School Diploma or GED preferred, or an equivalent combination of education and relevant experience
• 1-2 years of hands-on lockbox or payment processing experience

Skills

* Required skills