Thrivent Financial Document Distribution Representative in Appleton, Wisconsin
The Document Distribution Associate supports our client documents and provides a consistent, high-quality service experience. Thrivent receives client documents in paper and in electronic form from our members, field partners, and internal operating units.
Service includes high level prioritization of documents necessary to scan and index for electronic capture allowing for automated distribution to the appropriate business areas within established service level agreements. Additionally, this position has final accountability for the classifying for front and back-end imaged documents that require verification and/or exception error process handling.
**This position will work onsite in our Appleton Meade Operations location.
DUTIES & RESPONSIBILITIES:
Process electronic and/or physical client documents by form analysis and prepare for appropriate business areas.
Document, integrate, scan and index using multiple indexing applications.
Review and research documents that require additional client and form identification.
Requires a good understanding of client forms and product offerings for each business function.
Quickly recognizes forms (2,900+) and leverages the forms listing tool to identify and determine the distribution rules, and business area.
Support the on-site physical processes.
Support maintenance of the equipment
Pull and send original scanned documents when original ink documents are required.
Box and label scanned materials for storage retention allowing for ease of pull and destruction.
Partners with others on the team to establish service and quality standards and identifies trends for process improvements.
Meet department standards for quality, quantity, and turn-around standards within service level agreements.
Thrivent employees and business areas that process and/or support the day-to-day business transactions for our clients.
QUALIFICATIONS & SKILLS:
High School Diploma
Zero to one years related experience
Excellent keyboarding and computer skills
Commitment to working flexible hours
Good organization and time management skills
Solid communication skills
Must be able to lift 25-30 pounds
Aspects of this position may require work to be done in person and on site.
Previous document distribution services: using indexing applications is helpful.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to email@example.com or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.