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Transaction Processing Associate

Cypress

Description for Internal Candidates

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.

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