Manager Transaction Processing
Core
Manage transaction processing teams to ensure incoming cash is processed accurately and on time, meeting SLAs and departmental goals.
Role type
Senior IC manager (transaction processing)
Builds
Operational efficiency in cash processing and retirement plan administration
Domain
Financial services / Retirement plans (401K)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Retirement plan administration, Payroll, Rollover, Loan & Invoice activities, IRS Codes, plan rules, fund rules, team supervision, training, motivation, personal development, employee record maintenance, quality tracking, TAT monitoring, productivity tracking, efficiency analysis, performance reporting, stakeholder interaction, operational challenge resolution, special project management
Preferred skills
Six Sigma tools & concepts, MS Office (Excel, Access)
Responsibilities
Ensure team performance meets/exceeds function/department goals and quality targets; Assess staffing needs and make hiring decisions; Collaborate with upstream/downstream teams to process incoming cash; Maintain controls and ensure timely, accurate completion of activities; Provide supervision, training, and coaching to staff; Monitor individual reconciler statistics; Prepare monthly management reports; Coordinate meetings for client issue resolution.
Seniority
Manager, hands-on leadership