Special Deposits / Lockbox

Description

Job Summary :

We are seeking a detail-oriented and knowledgeable HOA MUD and PUD Account Specialist to join our team. The ideal candidate will be responsible for managing accounts related to Homeowners Associations (HOA), Municipal Utility Districts (MUD), and Planned Unit Developments (PUD). This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with various stakeholders. This position will also be responsible for processing lockbox transactions efficiently and accurately, ensuring timely and secure handling of payments.

Key Responsibilities :

• Manage and maintain accounts for HOA, MUD, and PUD clients.
• Communicate with homeowners, board members, and vendors regarding account inquiries and issues.
• Process incoming lockbox payments and deposits in a timely manner
• Verify and reconcile payment information to ensure accuracy
• Maintain accurate records of transactions and prepare reports as needed
• Collaborate with team members to resolve discrepancies and improve processes
• Ensure compliance with company policies and procedures regarding payment processing
• Conduct mail runs to pick up payments as needed
• Download and import daily validation files
• Presort, open and extract incoming check remittance payments
• Process, validate and balance all batches
• Inputting data in the system while following standard procedures as well as customer specific processing instructions
• Generate and deliver reports for all payments
• Create client profiles in iRemit and Propay and provide customer support as needed
• Assist clients with account questions that pertain to, but not limited to signer changes, stop payments, check orders, account closure requests, debit cards and statement requests.
• Interact with customers and branch personnel via E-mail and telephone to resolve payment transmission issues
• Maintain a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and apply that knowledge to efficiently assess and resolve client issues
• Assist with special projects and other duties, as assigned

Requirements

Requirements

Minimum Level of Education

Skills and Abilities Required

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