Processing Team Leader

Job DescriptionDescription:The Team Leader is responsible for providing guidance and leadership to the Processing team for the purpose of achieving high quality transaction production and exceptional customer service.Responsibilities:Provides guidance for Transaction Coordinators (TCs) by empowering them with the resources necessary to develop into their role at TRAResearches and resolves transaction related issues as neededProcesses transactions while maintaining production goals standardsReviews procedures as well as day-to-day processes to ensure transactions are processed efficiently and accuratelyRecommends and implements procedure/process changes to improve efficiency, create process automations and provide consistently exceptional customer serviceMonitors production and quality levels by providing reporting to the Processing ManagerClosely monitors work queues to ensure processing timeline metrics are met.Coordinates, assists, facilitates, and conducts training of assigned team members as necessaryKeeps current on procedures, laws, and other facets that may impact processingCommunicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office StaffAttends all required Leadership training sessions and meetingsSupports the change process to achieve intended organization and cultural outcomesLeading and/or supporting key projects that seek to enhance existing service and operational models within the communities we touchPerforms other job-related duties or special projects as requiredExperience and SkillsQualifications:Bachelor's Degree (or equivalent experience)3+ years of retirement industry experiencesSupervisory experience in the industry preferredStrong verbal and written communication skillsStrong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environmentMust be able to balance working independently, being a leader and working in a team environment, all within a fast paced and deadline-oriented business environmentComprehensive knowledge of the retirement industry and processing guidelines, regulations, procedures, policies, terminology, and legal requirementsMastery of relevant departmental software and applications

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