Document Processing Team Manager
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Requirements
- High School Diploma or equivalent required.
- 5+ years of experience in operations management and client relationship management.
- Previous experience leading teams of 5-10 employees or more.
- Strong computer skills and business acumen.
- Experience in a service-driven or facilities management environment is preferred.
- Success in This Role
- A successful Client Service Manager consistently delivers outstanding client experiences, achieves operational and financial goals, develops high-performing teams, and ensures all contractual service expectations are met or exceeded.
- Travel: Some local travel is required for this position. Approximately up to 25%.
- Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Benefits
Additional Information
Client Service Manager The Client Service Manager (CSM) is responsible for overseeing on-site operations, leading teams, and serving as the primary point of contact for the client. This role ensures exceptional service delivery, strong client relationships, operational efficiency, and compliance with company policies and contractual requirements. The Lockbox Manager will play a crucial role in ensuring the smooth and efficient operation of lockbox processing, driving continuous improvement, and maintaining strong client and vendor relationships Daily Operations Management: Lead and manage daily lockbox processing activities Responsible for achieving contractual business results Provide leadership over daily production results Tracking programs to monitor departmental goals and provide trend analysis to management Ensure adherence to company quality standards and continuous improvement initiatives Hold weekly team meetings/Huddles Enable Change - Takes action to drive change and innovation that will transform our business Takes personal ownership to deliver results. Empowers and trusts others in decision making Succession planning is critical to success Lead by example Team Leadership: Responsible for evaluating and improving employee performance to foster a high-performing team Manage individual and departmental goals Provides coaching and development to supervisors and their team members Hold the group accountable to operations goals Continuous Improvement: Ensures that required system performance, turnaround time, and service levels are achieved Act as an escalation point for the Client Service team Client Service : Ensures that required system performance, turnaround time, and service levels are achieved Act as an escalation point for the Client Service team Standard Operating Procedures: Maintain/update comprehensive process documentation to support operational transparency and consistency Incident Reporting: Handle incident reporting, including root cause analysis, to ensure timely and effective resolution of issues Testing and Analysis: Conduct regression testing to ensure system stability post-change.
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Company Intel
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