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.