Financial Forms Processing

Remote
Full Time
Entry Level
Instant Teams is hiring for five Financial Forms Processing positions! In this position, you will be responsible for processing documents while comprehending and developing a working knowledge of all standard operating procedures associated with core functions while meeting and exceeding client Service Level Agreements with the highest standards of quality and timeliness. This opportunity is 100% remote and equipment is provided.
  • Developing and implementing a working knowledge of all standard operating procedures associated with core functions (including data entry, categorization, researching data, scan/review, form processing)
  • Processing rule-based documents and other documents that may require problem-solving and minimal manual updates
  • Performing repeatable, as well as nonstandard, processing functions while upholding - with the intent to exceed - existing quality standards
  • Interacting with, and relying on the team for questions and problem-solving
  • Conducting research on errors and determining preventative measures
  • Researching complex participant benefit issues and providing resolution in accordance with due dates and documents processes
  • Performing other duties as assigned
Must Haves: 
  • 2+ years processing information where accuracy and attention to detail are essential
  • Ability to communicate verbally and in writing effectively with stakeholders
  • Intermediate knowledge of Microsoft applications with proficiency in Excel
  • Experience using multiple software systems in a remote setting
  • The ability to work independently and collaboratively
  • The ability to be highly organized and capable of the administrative tasks needed for the role
  • Employment is contingent upon successful completion of a background check.

Training: 
  • Monday - Friday | 8am - 5pm EST
  • 3 - 4 weeks in length
Benefits: 
  • Equipment Provided
Due to specific position requirements, we cannot hire from the following locations for this opportunity: OCONUS, California, Rhode Island, and Montana

* In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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Notes

Other Duties

This is not necessarily a complete list of responsibilities, skills, duties, or requirements associated with the job. While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change, (i.e., emergencies, changes in personnel, workload, rush jobs, or technological developments.)

EEO and Harassment Statement

Instant Teams provides equal employment opportunities (EEO) to all applicants, contractors, and employees without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. This policy applies to all terms and conditions of work, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Instant Teams expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instant Teams’ contractors and employees to perform their job duties may result in discipline up to and including discharge.

About Us

As a customer experience (CX) marketplace, Instant Teams partners with nation's top brands and companies through a suite of talent solutions that range from building out remote support teams to identifying a direct hire - all by sourcing from their remarkable and diverse talent community. As a mission-centric company, they have a proven track record of generating thousands of remote job opportunities and have significantly improved the financial well-being of military families, generating over $40 million in economic impact.

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