Transaction Specialist IV
On-siteWesterville, Ohio, United States
Job Summary
Process, clear, and service transactions while extracting and verifying checks and remittances to ensure high-quality standards. Resolve non-routine transactional issues by applying advanced knowledge of policies and procedures, interfacing with other departments to research and settle inquiries. Optimize transaction processes by utilizing artificial intelligence and automation technologies to enhance customer experience. Coach and mentor junior roles to foster a collaborative team environment while maintaining up-to-date knowledge of market products, industry practices, and regulations. Requires baseline expertise in transaction management, conflict resolution, and coaching skills.
Required Qualifications
- Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions.
- Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
- Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team.
- Developing proficiency in understanding and navigating market products, industry practices, and regulations.
- Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions.
- High school diploma or GED required.
- Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
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