Workflow Coordinator Job Description

Workflow Coordinator Job Description

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Workflow coordinator provides formatting in support of business development initiatives, including White Papers, Ad-hoc projects and reports, and visual presentations in PowerPoint and MicroSoft Office Suite.

Workflow Coordinator Duties & Responsibilities

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

Sample responsibilities for this position include:

Manage the department's day to day workflow and scheduling
Responsible for updating the team on process changes as appropriate
Perform quality reviews and deliver feedback to associates as necessary
Assist in decision making concerning utilization of resources
Responsible for exception resolution
Assist in various statistical reporting measures
Provide technical support to the team through production work and database queries
Ability to assist in training new associates as needed
Assisting department's leaders in carrying out project duties and tasks, testing
Assist in the development and quality assurance testing of new automated systems and end-user tools

Workflow Coordinator Qualifications

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

Licensing or Certifications for Workflow Coordinator

List any licenses or certifications required by the position: MS, CNE, MCSE, MCP, BLS

Education for Workflow Coordinator

Typically a job would require a certain level of education.

Employers hiring for the workflow coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Engineering, Legal, Computer Science, Education, Military, Medical, Physics, Chemistry, Business, Management

Skills for Workflow Coordinator

Desired skills for workflow coordinator include:

Microsoft Office suite
Generally accepted practices
Proofreading procedures
Computer applications
Equipment used in the assigned area
Able to technically troubleshoot applicable software specific to the business/client
Document production
PowerPoint
Access
Excel

Desired experience for workflow coordinator includes:

Identify opportunities and solutions to improve the current and future effectiveness of the area
Respond to and resolve branch and associate questions timely
Maintain a strong working knowledge of various computer systems and the systems that interface with other areas and processes
Series 7 and 66 are preferred
Must have strong time management and organizational skills with the ability to multi-task and handle a heavy workload in order to be able to fulfill responsibilities within the department
Strong ability to learn and streamline processes

Workflow Coordinator Examples

1

Workflow Coordinator Job Description

Job Description Example
Our company is looking to fill the role of workflow coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for workflow coordinator
  • Workflow Coordinator will have access to various court websites and data bases as required to fill research requests
  • The Workflow Coordinator is responsible for analyzing and working with leaders and key stakeholders to resolve issues, the identification and implementation of process and system improvements
  • Ensures that research related information (datasources, internal billing, charge codes, ) are captured correctly in the request management system, and the data are clean
  • Horizon Folder/creaser/scorer
  • Providing a great first point experience for the customer and seamless flow of requests to the VS team
  • Assessing project types and priorities
  • Vetting project scope, scale, resource requirements
  • Scheduling and coordinating incoming projects
  • Assigning projects to teams based on availability and expertise
  • Actively help shape ongoing process improvement both in the design center and globally
Qualifications for workflow coordinator
  • Associates degree and 4 years banking operations experience
  • Experience within banking operations or Retail Banking
  • Experience handling cash vault issues
  • Ability to troubleshoot internal/external IT issues
  • Proficient in writing and enhancing policies and procedures updating within the Policy & Procedure Management system
  • A Bachelor's degree is preferred with desire to pursue obtaining Series 7 and Series 66
2

Workflow Coordinator Job Description

Job Description Example
Our growing company is looking to fill the role of workflow coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for workflow coordinator
  • Ensuring administrative duties including the recording of data pertaining to the work, recharging codes, type of document, document deadline and turnaround times and Operator/Designer details such as lateness and breaks
  • Responsible for the proof reading and inspection of artwork, design and content
  • Customer Service - Workflow Coordinators will interact with customer personnel and contract management to report on the status of various projects and distribute completed gists and translations
  • Researches and interprets non-order cases received that should be reassigned to other areas within the organization (vendor forms, remittance, content)
  • Other duties may be assigned as required based on business needs
  • Real Time 24x7x365 monitoring of IT incident and request tickets to ensure accurate ticket assignment, and timely response and resolution to customer issues
  • Real time monitoring of AIS Field Services resolvers for schedule adherence, availability and compliance
  • Possesses and applies working knowledge of technology environment to ensure all open IT issues are being addressed and resolved quickly
  • Analyzes a chain of events and applies technical and organizational knowledge following established procedures and/or detailed specifications
  • Creates Reports and performs analysis which assists leadership with workforce management
Qualifications for workflow coordinator
  • 2+ years' experience in a financial services environment preferred, with above average performance, and demonstrated leadership abilities
  • The Workflow Coordinator must understand Operations' and the department's service commitments and related measurements, for example the 2 hour turnaround processing goal
  • Requires in depth knowledge of of the processes within the department high level understanding of the primary systems used in the department
  • Must have strong time management and organizational skills with the ability to multitask and handle a heavy workload in order to be able to fulfill all the roles within the area
  • A working knowledge of the interfaces that affect the department's workflow such as BPMS and Worklist is preferred
  • Desire to learn and ability to become a subject matter expert on various policies and procedures
3

Workflow Coordinator Job Description

Job Description Example
Our growing company is looking to fill the role of workflow coordinator. 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 workflow coordinator
  • Assist Field Services with development and ongoing maintenance of standards, processes, procedures, and/or Knowledge Base solutions
  • Prepare and distribute standard reports designed to measure the success of Team’s performance
  • Perform periodic audits for compliance with policies and standards
  • Perform trend analysis to improve the delivery of IT Services to our customers
  • Identifies critical contributors in resolving high severity/priority incidents and problems
  • Conducts Critical Response Management Technical, Management, and Checkpoint bridge calls
  • Initiates and manages notification and escalation processes
  • Facilitates meetings for implementing permanent fixes or work arounds for high/critical severity incidents/problems
  • Owns producing the root cause documentation
  • Works with Level2 support resolvers to manage and update individual high/critical ticket
Qualifications for workflow coordinator
  • A Bachelor of Science or Bachelor of Arts degree and 3 years of experience working in an intelligence analysis is preferred
  • Candidates must have a current TS/SCI and CI polygraph or willingness to take CI polygraph upon selection
  • Experience with relevant government and commercial systems preferred, but not required
  • Processes information, assists in assembling and reporting data other support related duties and checks own work for accuracy
  • Provide customer service to a large end user base onsite at customer’s location in regards to computing functionality, questions, diagnostics, assistance and consultations in one on one or group situations via in person, phone, email and video conferences
  • Knowledge of desktop, laptop, printer and attached peripherals installation & maintenance including hardware, software and consumables system upgrades and advance deployment
4

Workflow Coordinator Job Description

Job Description Example
Our growing company is looking for a workflow coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for workflow coordinator
  • Tracks Critical Response Management events, issues affecting Service Desk call volume, and attendance
  • Responsible for ongoing training and performance management of researchers
  • Process research requests
  • Assist with creating and maintaining resources used by the team to perform daily duties
  • Workflow Coordinator may be asked to handle work for researchers when they are out
  • Workflow Coordinator may be asked to co-interview job candidates and provide input on hiring
  • Workflow Coordinator will take an active role in training of Research Associates on their team
  • Schedule assignments, and plan for staffing needs
  • Assist with the planning of weekly meetings
  • Handle escalated calls within the department professionally
Qualifications for workflow coordinator
  • Promotes teamwork to achieve common goals
  • Extensive keyboard entry
  • High School diploma or equivalent and 4 years banking operations experience
  • Excellent communication etiquette skills (Phone, email, in person, video conferencing and any other methods of communications) and oral and written communication skills with emphasis in process and procedures while still delivering high level of customer service, including experience handling difficult customers and conflict resolution interpersonal skills
  • Bachelor's Degree in graphics design, project management, marketing, or related field preferred
  • Three years experience in intelligence analysis
5

Workflow Coordinator Job Description

Job Description Example
Our innovative and growing company is hiring for a workflow coordinator. 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 workflow coordinator
  • Assist the Supervisor team in driving associate and Organizational success
  • Coordinates activities of the work unit to ensure that established goals and objectives are met
  • Assists the supervisor/manager by overseeing staff performance
  • Contributes to the management of operating expenses
  • Complete any needed paperwork/documentation
  • PACE implementation and upkeep
  • Custom and HED liaison for IPS and related workflow
  • File delivery, moving the delivery upstream from the manufacturing team to the composition houses
  • Financial reconciliation for large gaps of discrepancies
  • Customer care, working through the pain points of needs vs abilities - suggesting new ways to achieve the wanted outcome
Qualifications for workflow coordinator
  • Capable of managing dynamic priorities and task assignments
  • Experience with report writing or report editing
  • Current TS/SCI and CI polygraph or willingness to take CI polygraph upon selection
  • Remittance Processing Experience Helpful
  • Provide customer service to a large end user base in regards to computing functionality, questions, diagnostics, assistance and consultations in one on one or group situations via in person, phone, email and video conferences
  • Bachelor’s degree in graphic design, project management, PMP or related preferred

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