Manager Transaction Processing
Core
Manage transaction processing teams to ensure incoming cash is processed accurately, meeting service level agreements and departmental goals.
Role type
Manager, Transaction Processing
Builds
Incoming cash processing workflows
Domain
Financial Services / Retirement Plans
Required skills
Retirement plan expertise, Payroll/Rollover/Loan/Invoice operations, IRS Code knowledge, Plan rules interpretation, Team supervision, Staff training, Performance monitoring, Process improvement, Stakeholder communication, Report preparation
Preferred skills
Six Sigma tools, Advanced MS Office (Excel/Access)
Responsibilities
Assess staffing needs and manage hiring, Ensure team adherence to timelines and SLAs, Provide supervision, training, and coaching to staff, Monitor individual reconciler statistics and quality metrics, Prepare performance reports, Coordinate meetings for issue resolution, Oversee timely and accurate completion of cross-team activities
Seniority
Manager, operational leadership
