Transactions Specialist IV - Day Shift

Job description

Join our dynamic team where you'll play a key role in processing daily document transactions with precision and efficiency. As a Transactions Specialist IV in the Dallas Lockbox department, you will accept traditional paper-based payments and invoices/forms from clients by capturing information with efficient technology services and transferring it to an output file for accounts receivable or back end process updating. Our strategic focus is to deliver an extraordinary level of service and quality to our customers while leveraging the firm's operations and technology infrastructure. Job Responsibilities: Resolve customer issues and draft internal/external communications. - Oversee daily workflow and coordinate day-to-day operations. - Ensure work completion per departmental policies and procedures. - Maintain customer service focus and high-quality standards. - Meet and exceed service level agreements (SLAs). - Apply portfolio and tool knowledge to support client processing. - Train new and existing employees on processes and expectations. - Motivate staff and promote positive team morale. - Partner with operations teams to research and resolve inquiries. - Decide routine actions w...