Cassandra Dawson has over 10 years of experience in lockbox operations including extracting mail, reviewing payments, and ensuring deadlines are met. She currently works as a Lockbox Specialist for Bank of America where she performs tasks like check negotiation, payee verification, and document review. Previously she has experience operating extraction machines, processing tax returns for the IRS, and training new staff.

1. Cassandra Dawson
4945 Wexford Trail College Park, GA 30349
770-742-0322
Dcassandra42@yahoo.com
Summary:
 Comes with 10+ years of hands on experience in Lockbox
 Experienced in operating an Opex extraction machine to open envelopes, remove remittance and checks, usual edits
and sorting payments according to established processing categories; and ensure goals and deadlines are met
Education:
Northside High School of the Performing Arts - Atlanta, GA
 Diploma
Professional Development Training:
Webinar- "Nailing the Interview: Tips & Techniques, 2015."
 Offered By: Jenna Connour & Cady on "Looking For Employment In Georgia- Facebook, 2015."
Experience
Home Agent Sep 2014 – Present
Customer Service Representative (Part Time – Work from home)
 Responsible for Marketing
 Inbound/Outbound Call Center
 Political Calling
 Political Surveys & Polling
Bank of America- College Park, GA July 2015- Present
Lockbox Specialist (Level 1)
 Exceptions Queue operator responsible for reviewing and performing analysis of items forwarded to
them.
Operators must possess:
 Ability to classify documents as a check, supplement, (invoice), or an envelope.
 Ability to identify and assign the correct Lockbox number when AIC is unable to read or locate a valid box
number or sees multiple box numbers on the envelope and its internal documents.
 Thorough understanding of where a transaction begins and ends (“transaction boundaries”).
 Working knowledge of check negotiation and payee verification to determine if a check is to be
processed (accepted) or rejected per the clients instructions.
 Thorough understanding of how to validate that the correct box number has been assigned for
remittances received for a non-healthcare terms.
Accomplishments:
 Credit Card Validations, Document Review, Payee Verification, Check Negotiation
 Envelope Review, Healthcare Review, Boundary Review
Jackson Hewitt Program Jan 2015 – Mar 2015
Jackson Hewitt Franchise/Jackson Hewitt Corporate
 Take incoming calls & inform customers of various promotions; meet daily goals while maintain accuracy
Accomplishments:
 Able to Patch for Political, Appointment Setting, Callback Reminders, Transfers, Audio File
 Read to live & Read on answering machine
Skills Used:
Leadership, Communication, Basic Computer Skills, Problem Solving, Time Management, Teamwork
Wells Fargo Lockbox - Hapeville, GA Dec 2013 – May 2014
Opex 51 Operator/ Operations Clerk 1 - Department of Revenue Assignment Remittance Processing
 Operate an Opex extraction machine to open envelopes, remove remittance and checks, usual edits and sorting
payments according to established processing categories; and ensure goals and deadlines are met
 QC review of checks; pull and process rejects
 Balance multiple and manual remittances and checks to ensure the accuracy of the output
 Maintain daily performance logs, Meet production goals and deadlines as set by supervision and/or management

2.  Perform other duties as required
Accomplishments:
 Able to extract 900 opens an hour, Trained on various rids accounts on Opex 51 machine
Skills Used:
 Basic Computer Skills, Teamwork & Communication
 Able to work in a fast paced environment while maintaining accuracy
 Strong work ethic & commitment
 Detailed Oriented
 Work well with people
 Problem Solving
 Routine work
Bank of America - College Park, GA Apr 2002 – Dec 2012
IRS Tax processing Lockbox / Operations Representative- Opex 51 Operator Extraction
 Mailroom, Extract mail from Opex 51 Machine at 600 items per hour; batch up payments for review
 Sort exceptions, Process check only & multiples, Prioritize work across the production floor;
 resolve problems; collect payments and tax returns; monitor the Review area; Lead on various shifts during peak
times; training agency as necessary; photocopier; boxing & shipping of Tax Returns to IRS Service Center.
 Candling/Shredding, Clerical Duties
 Basic computer skills
 Supervised hundreds of agency associates, Trained agency staff in Opex Extraction, Counters/ Return Sort/Boxing,
Review Team, Photocopying/ Reassociation
Accomplishments:
 Facilitator, Lead Extraction Department, Trainer
 Work Floor Coordinator
Skills Used:
 Leadership, Motivation, Communication
 Detailed Oriented
 Dependable
 Problem Solving
 Time Management
 Work well with others
 Basic Computer Skills