Senior Representative, Transaction Processor

Senior Representative, Transaction ProcessingThe RoleAs the Senior Representative, Transaction Processing rep, you will play a critical role within Fidelity's Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including data extraction and document processing through multiple input channels—central scan, remote scan, and electronic channels on either the Data Capture or Prep from Image (PFI) team. The Inbound team delivers transaction services across all of Fidelity's distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates.
The Experience and Skills You BringCollege degree preferred, High school diploma required1 plus years experience with transaction processing experience within a professional, fast-paced corporate environmentKnowledge of Fidelity's applications and various Inbound applications including HyperScience or ICS Application preferredPerform document identification, classification, and review of customer-supplied transactions to determine in-good-order (IGO) or not-in-good-order (NIGO) status. Utilize specific business partner rules to prioritize and facilitate document routing by transaction type and workflow processing queues.
Conduct customer-related research using Fidelity mainframes and/or databases to locate, analyze, and supply data elements required for transaction routing, indexing, and image retrieval purposes.
Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews. Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions.
Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.
Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues.
Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy.
High speed keying aptitudeStrong organizational skills with meticulous attention to detailAbility to work effectively in a team environmentHighly motivated, self-directed, and independent thinkerHighly skilled in customer serviceAbility to prioritize multiple tasks to meet tight deadlinesProficiency in navigating multiple applicationsFlexibility and adaptability to changeProblem-solving skills across functional and business linesWorking knowledge of MS Office, including Excel, Outlook, Access database software, and the InternetThorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutionsExperience working in a risk-controlled environmentThe TeamAs part of the Fidelity Wealth, Operations and Services (OSG) group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelity's ability to deliver superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team development, the role of CTC Senior Representative, Transaction Processing, OSG Operations, may be ideal for youFidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.