Transaction Processing Associate

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.