Josie Tran
Lockbox Specialist at Citizens Business Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Citizens Business Bank
-
United States
-
Banking
-
700 & Above Employee
-
Lockbox Specialist
-
Feb 2017 - Present
-
-
-
-
IP Processor
-
-
Fiserv
-
United States
-
IT Services and IT Consulting
-
700 & Above Employee
-
IP Processor
-
Jul 2006 - Present
Manage and coordinate the workflow for a team to ensure deadlines are met on a consistent basis. Handle transactions for large financial institutions Manage archives with HIPAA related documents, explanation of benefits and client sensitive material. Operate a high speed mail sorter and manage any issues that arise. Document procedures and train staff on various processes. Manage and coordinate the workflow for a team to ensure deadlines are met on a consistent basis. Handle transactions for large financial institutions Manage archives with HIPAA related documents, explanation of benefits and client sensitive material. Operate a high speed mail sorter and manage any issues that arise. Document procedures and train staff on various processes.
-
-
Education
-
Mt. San Antonio College
Associate’s Degree, Accounting