WorkMyWay

Site Leader

Position Summary
The Site Leader oversees daily Accounts Receivable (AR) Check Processing operations, ensuring secure, accurate, and timely execution of all workflows while meeting contractual SLAs. This role serves as the primary onsite customer contact, leads a small operations team, drives performance, and supports future expansion into additional Print & Mail services.

Operational Leadership

• Leads and performs daily AR check processing activities, including receipt, sorting, scanning, reporting, retention, and destruction.
• Serve as the primary customer point of contact for operational issues, escalations, and service updates.
• Monitor workload, establish priorities, and ensure service commitments are met.
• Identify and implement process improvements that enhance efficiency and accuracy.
• Coordinate and oversee the daily activities of an additional team member.
• Provide training, coaching, and ongoing performance feedback.
• Support corrective action and employee development initiatives.
• Own SLA attainment, quality metrics, and operational reporting.
• Ensure compliance with customer requirements, security controls, retention policies, and financial document handling procedures.
• Maintain reporting on processing volumes, backlogs, productivity, and service performance.

Qualifications (Required)

• High School Diploma or GED.
• Customer-facing experience in a service delivery environment.
• Proficiency with Microsoft Office, including Excel.

Qualifications (Preferred)

• Experience with financial document processing or lockbox operations.
• Experience managing SLAs, reporting, and performance metrics.
• Experience in a managed services environment.

Key Skills

• Attention to detail and adherence to processes
• Process improvement
• Customer relationship management
• Team coaching and development
• Problem solving and decision making
• Written and verbal communication

Working Conditions, MENTAL AND PHYSICAL DEMANDS

• Typically, an office environment with adequate lighting and ventilation, and a normal range of temperature and noise level.
• Work assignments are diversified. Interpret, comprehend, and apply complex material, data, and instruction; prepare, provide, and convey diversified information.
• Some physical effort required. Work is mostly sedentary but does require walking, standing, bending, reaching, lifting, or carrying objects that could weigh up to 50 lbs. (e.g., papers, books, files and small parts, etc.).
• Moderate dexterity; regular application of basic skills (calculator, keyboard, hand tools, eye/hand coordination.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.