Transactions Manager I - Receivables Operations

As a Transactions Manager I 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:

• Lead a team of full and part-time front line employees.


• Establish daily production goals based on productivity targets, budget, and resources.  Responsible for monitoring  team’s output and managing assigned personnel to ensure all throughput goals are achieved


• Be responsible for shift operations, including personnel management, process delays, breakdowns, and resolving problems or obstacles to production and/or quality


• Must be able to demonstrate sound leadership judgement; escalate any personnel, facility, technology, or process concerns timely and appropriately


• Ensuring that all customer and bank guidelines, policies, and procedures are followed as they relate to operations, internal audit and security, required training curriculum, and general management practices


• Responsible for ensuring team is well communicated to both verbal and written; provide strategic firm wide communications down to individual information, must possess an ability to take complex information and break it down into simple messages, tailor messages based on audience


• Responsible for tracking team performance and implementing action plans that manage improved performance and high quality

Required qualifications, skills and capabilities::

• Minimum 3 years' management/leadership experience


• Advanced experience with MS Office, including Outlook, Word, Excel, Access, and PowerPoint 


• Must possess exceptional written and verbal communication skills


• Display core leadership attributes: strong planning/organization, motivation, problem solving/conflict resolution, analytical, team building, and interpersonal skills are essential


• Ability to understand end to end process flow, consider downstream impacts when making decisions


• Ability to lead, direct, connect with, and be accessible for staff and direct reports


• Ability to coordinate and organize work while meeting and handling multiple deadline processes


• Demonstrated ability to multi-task and balance numerous activities simultaneously


• Results oriented , not satisfied with status quo, always looking to improve process, productivity, culture, and cost

Work schedule: Monday - Friday - Tuesday 2:00pm - 10:30pm

Shift differential: 10% 

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.