Transaction Processing Associate I
Job Track Description:
- Performs business support or technical work, using data organizing and coordination skills.
- Performs tasks based on established procedures.
- In some areas, requires vocational training, certifications, licensures, or equivalent experience.
General Profile
- Ability to perform analytical and operational processes.
- Entry-level position with limited requirements for licenses, training, and certifications.
- Applies experience and skills to complete assigned work.
- Works within established procedures and practices.
- Works with a close degree of supervision.
Functional Knowledge
- Has basic skills in a range of processes, procedures and systems.
Business Expertise
- 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.
Leadership
- Has no supervisory responsibilities.
Problem Solving
- Ability to problem solve, self-guided.
- Has limited opportunity to exercise discretion.
Interpersonal Skills
- Exchanges information and ideas effectively.
Responsibility Statements
- 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.
