Transaction Processing Associate I

About the Role

• Performs business support or technical work, using data organizing and coordination skills.
• Performs tasks based on established procedures.
• Entry-level position with limited requirements for licenses, training, and certifications.
• Works with a close degree of supervision.
• Has no supervisory responsibilities.

Key Responsibilities

• Receives, processes, and ensures document classification are completed and transmitted to clients.
• May require outbound correspondence from the client to be processed.
• Receives documents from both electronic and hard copy forms for processing.
• Sorts, images, documents, files, and archives by form type.
• Identifies documents and their purpose; creating a database of information.
• Classifies documents based on contract requirements.
• Captures information based on client requirements.
• Verifies data from automated data extraction tools.
• Ensures transmission of processed data to the appropriate next level.
• Performs other duties as assigned.
• Complies with all policies and standards.

Requirements & Tech Stack

• Ability to perform analytical and operational processes.
• Has basic skills in a range of processes, procedures, and systems.
• Understanding of how best teams integrate and work together to achieve company goals.
• Impacts a team, by example, through the quality service and information provided.
• Follows standardized procedures and practices.
• Receives close supervision and guidance.
• For consistency, methods and tasks are described in detail.
• Ability to problem solve, self-guided.
• Has limited opportunity to exercise discretion.
• Exchanges information and ideas effectively.

Qualifications

• In some areas, requires vocational training, certifications, licensures, or equivalent experience.
• Applies experience and skills to complete assigned work.