Processing Representative Job Description

Processing Representative Job Description

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Processing representative provides timely and accurate transaction processing of exception and miscellaneous items related to payroll, billing and accounts payable with an emphasis on auditing, quality assurance and controls.

Processing Representative Duties & Responsibilities

To write an effective processing representative job description, begin by listing detailed duties, responsibilities and expectations. We have included processing representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Analyzes application information and documentation for licensure/certification to ensure compliance with business rules set forth by the regulatory agency
Requires thorough knowledge of the business rules for a multitude of services and license types
For the Insurance program this includes individual and agency continuation, individual and agency new license, miscellaneous requests and application certification
The Nurse Aide program requires analysis and processing of all incoming applications, according to the business rules established by the Board of Nursing, and scheduling of candidate exams
Additional tasks may include the issuance of individual certificate/license for candidates who require exception processing
Clarify customer’s information using tools such as emails, phone
Process student-related data
This position is supervisory over other data entry positions
Managing on-boarding, configuration and support of customer merchant processing and acquiring
Internal collaboration on projects and activities

Processing Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Processing Representative

List any licenses or certifications required by the position: ACCA, ICSA, LOMA

Education for Processing Representative

Typically a job would require a certain level of education.

Employers hiring for the processing representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Business, Accounting, Technical, Business/Administration, Technology, Supervision, Associates, Interpretation, General Education

Skills for Processing Representative

Desired skills for processing representative include:

Filings
Payroll tax deposit
Principles and wage & hour laws
Payroll tax principles and wage and hour laws
Accounts payable processes
Basware accounts payable would be an advantage
SAP and
CHS Explanation of Coverage
Effective time management skills
Effective time management skills necessary

Desired experience for processing representative includes:

Work with partners and ancillary services
Contract and process review
3+ years of relevant work exp in customer support or merchant processing
Knowledge of relevant software and tools to the position, Microsoft Office
Ability to work independently and cross-functionally with other departments
Retail, outpatient or chain pharmacy background is preferred

Processing Representative Examples

1

Processing Representative Job Description

Job Description Example
Our company is growing rapidly and is looking for a processing representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for processing representative
  • The Insurance Program requires analysis and processing of all incoming applications, according to the business rules established by the Division of Insurance
  • Ability to work online and utilize all forms of technology to expedite processing
  • A positive attitude and the ability maintain accountability at all times
  • Develop the skills for analyzing and processing death claims thoroughly and accurately, in compliance with procedures and regulatory requirements
  • Verbally communicate clearly, professionally and with a sense of empathy with all customers
  • Demonstrate ability to assess the information gathered at the point of call and make appropriate decisions
  • Consistently exceed set performance standards for service quality, accuracy and volume
  • Responsible for order execution, pricing and contract completion
  • Records trades within systems
  • Responds to client on various trade issues and works to resolve trade errors in a timely manner
Qualifications for processing representative
  • Industry experience with merchant systems POS systems, merchant accounts, merchant processing highly preferred
  • Experience managing projects and managing to strict timelines is preferred
  • 2 years of experience in a high volume processing environment required
  • Strong ability to organize and manage time
  • Capability to prioritize and meet deadlines
  • 1 to 3 years of claims processing experience preferred
2

Processing Representative Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of processing representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for processing representative
  • Assists with account reporting requirements
  • Research and accurately input and edit information in CSS
  • Under general supervision must be able to successfully perform any Accounts Processing duties including but not limited to complex billing
  • Successfully complete the appropriate back office function to ensure a quick and satisfactory response to the customer
  • Handle emergency outage calls, as needed
  • Performs (sometimes complex) operational tasks in a product or functional area, including processing updates to client accounts or company records
  • Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
  • Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks
  • Accurately opens and updates accounts or company records
  • Provides product knowledge and technical assistance as necessary
Qualifications for processing representative
  • 1 to 3 years of claims processing or service experience preferred
  • Proven ability to work in a fast paced environment with attention to detail as individual will be handling inbound phone calls transaction processing while navigating through numerous applications
  • Good attention to detail, prioritisation and time management required
  • Understanding of unit trusts desirable
  • Good working knowledge of Microsoft Word, Excel and Outlook
  • High School diploma, GED or equivalent training and experience
3

Processing Representative Job Description

Job Description Example
Our growing company is looking to fill the role of processing representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for processing representative
  • Ensure the timely review and completion of all reinstatements and payoffs for mortgage loans in foreclosure
  • Manage all payoffs for mortgage loans in bankruptcy
  • Monitor the Cash Management function to ensure funds are accurately applied and the mortgage servicing system (LPS) is properly updated for all reinstatements and payoffs
  • Manage invoice payments for all mortgage loans reinstated or paid off
  • Collaborate with vendors and outsourcing agencies to address cash processing issues
  • Process returned items, reversals, state dated check, daily suspense reconciliations and reconciliation of mortgage recoverable balances
  • Monitor Cash Processing mailboxes
  • Support processing cash items
  • Assumes primary responsibility for paying Payroll Administration Client Associates
  • Communicates and provides World Class Payroll Service to Client base located remotely throughout the country
Qualifications for processing representative
  • Ability to work independently to resolve customer concerns and problems
  • Ability to work successfully in teams with co-workers
  • The successful candidate must pass the PC Sim test on record
  • Ability to adapt to change and use initiative to overcome challenges
  • Must have intermediate knowledge of Microsoft Office products (specifically Word, Excel, Access, Outlook)
  • Understanding of International market settlement desirable
4

Processing Representative Job Description

Job Description Example
Our growing company is looking to fill the role of processing representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for processing representative
  • Higher number of Clients assigned to them
  • SME for level I processors
  • Special projects/internal initiatives
  • New hire mentor
  • Review, scan, and process applications service requests for all life and annuity products
  • Daily correspondence including incoming and outgoing mail, email, bulletins, opening mail
  • Assisting Marketing team with special projects
  • Being the first point of contact for the Glendale Office in a fast paced environment
  • Review, scan, and process applications for all life annuity products
  • Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Qualifications for processing representative
  • Use of SWIFT messaging software desirable
  • Must have at least 2 year's Customer Service/Order Processing experience
  • Strong computer skills (you will be tested)
  • Experience in the insurance services industry
  • Experience in mortgage banking, mortgage loan default and/or accounts payable preferred
  • Proficiency with LPS Mortgage Servicing Platforms preferred
5

Processing Representative Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of processing representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for processing representative
  • Working with Agency Recruiters as Agent candidates work through the contracting process
  • Review, scan, and process applications for all life products, including new applications, contract changes, and informal inquiries
  • Handle initial and downstream accounting entries related to the new business process
  • Processes policy billing to agents, including appropriate required state forms, brochures, and product specific policy delivery requirements
  • Provide excellent customer service in a fast paced environment to agents, clients, and Agency Field Management, either over the phone, at the front desk, or through electronic communication
  • Work one-on-one with agents to help manage case requirements and help advance the new business process
  • Administrative duties including phone coverage, review, scan and process new applications, and policy assembly
  • Managing a caseload by researching, investigating and resolving disputed credit card charges
  • Performs various tasks to prove records of bank transactions including data entry of required fields and resolving out of balance transactions
  • Prepares loan payments for processing
Qualifications for processing representative
  • Minimum of two years of experience in mortgage banking, mortgage loan default and/or accounts payable is required
  • Strong administration experience (pension administration experience – desirable)
  • 1 year of experience working with Microsoft Office Suite
  • Two years mortgage banking experience required
  • Must be able to work under time constraints to ensure that deadlines are met
  • PC literate (Windows, Excel, Word, Outlook)

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