Transaction Specialist I – Capture / Equipment Room Operator / 1st Shift
Join a fast-paced operations team where accuracy, efficiency, and attention to detail drive exceptional client service. Help ensure critical payment transactions are processed securely and on time while supporting one of the industry's leading financial services organizations.
As a Transaction Specialist I - Capture / Equipment Room Operator in Lockbox Operations, you will support the imaging, validation, processing, and routing of remittance transactions. You will operate advanced capture equipment, review document quality, and ensure transactions move accurately through the processing workflow. This role is critical to maintaining operational efficiency, regulatory compliance, and exceptional service delivery for our clients.
Job Responsibilities:
- Operate high-speed capture and imaging equipment, including OPEX and related platforms, to process lockbox transactions.
- Scan checks, remittance documents, credit card payments, and batch header tickets.
- Review and verify image quality to ensure all documents are captured accurately and meet established standards.
- Process transaction documents according to operating procedures and service-level requirements.
- Route work through the capture process while maintaining document control and accountability.
- Identify and resolve image quality issues and processing exceptions.
- Handle rejected transactions and coordinate corrective actions as needed.
- Track, organize, and maintain transaction documentation throughout the workflow.
- Meet production goals for volume, accuracy, and turnaround times.
- Collaborate with Mail Extraction, Rejects, and downstream processing teams to ensure timely processing.
- Adhere to operational, compliance, security, and risk management requirements.
Required Qualifications, Capabilities, and Skills
- Ability to stand for the majority of the workday and ability to lift, move, and transport materials weighing up to 50 pounds.
- Ability to operate scanning, imaging, or document-processing equipment.
- Strong attention to detail and commitment to accuracy.
- Ability to follow established procedures and work instructions.
- Strong organizational and time management skills.
- Basic computer skills and ability to learn new systems and applications.
- Ability to work in a production-driven environment while meeting performance standards.
- Effective verbal and written communication skills.
- Ability to identify issues and escalate concerns appropriately.
- Proven ability to work collaboratively within a team environment.
- Commitment to maintaining confidentiality, security, and compliance standards.
Preferred Qualifications, Capabilities, and Skills
- Previous experience in lockbox, remittance, payment processing, or document imaging operations.
- Experience using OPEX or similar capture and imaging platforms.
- Knowledge of banking or financial services operations.
- Familiarity with quality control and exception-processing procedures.
Schedule: Monday - Friday, 7:30 am - 4pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
A Government Security Clearance may be required for this position. This includes, but is not limited to:
• Fingerprints
• Credit Check
• Employment History
• Tax Filing History (possibly)
• References (possibly)
• Proof of U.S. Legal Permanent Residence