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Application Processing Associate Lead

Application Processing Associate Lead

Job Description

Summary of Position

The Application Processing Associate, III will be responsible for ensuring that all types of new and renewing global applications are processed in a professional and accurate manner to meet defined service standards. This includes quality checking applicants and related data imports/exports with vendors.

This person can serve as a lead in prioritizing and addressing workload for team members as well as allocating workload in the absence of the supervisor. Additionally, the Application Processing Associate, III will serve as a SME for the department, leading processes to ensure effective delivery of results and responding to concerns.

Essential Duties include but are not limited to:

  • Maintain departmental reporting duties, such as daily, monthly, quarterly reporting; work closely with Finance and Accounting team to support all revenue reconciliation processes
  • Provide detailed statuses to supervisor regarding all team functions; and work closely with supervisor and team to ensure all service level agreements are met.
  • Support the Organization Markets and Academic teams in meeting customers’ needs by providing specialized care for all accounts
  • Provide guidance, support, and direction to external vendors and other external stakeholders, including organization relationships, in effectively managing and resolving overall process and performance concerns at a group level.
  • Demonstrate sensitivity and leadership in supporting department performance improvement efforts, both internally and with other groups in the organization

About PMI

Project Management Institute is the world's leading not-for-profit professional membership association for the project, program and portfolio management profession.  Founded in 1969, PMI delivers value for more than 2.9 million professionals working in nearly every country in the world through global advocacy, collaboration, education and research. PMI advances careers, improves organizational success and further matures the profession of project management through its globally recognized standards, certifications, resources, tools academic research, publications, professional development courses, and networking opportunities. As part of the PMI family, Human Systems International (HSI) provides organizational assessment and benchmarking services to leading businesses and government, while and create online global communities that deliver more resources, better tools, larger networks and broader perspectives.

Job Requirements


  • High school diploma or equivalency; advanced education desirable, preferably in business administration
  • At least 3 years experience in service and/or fast-paced, high-volume environment
  • 2-5 years as a subject matter expert in a related field
  • Strong verbal and written communication skills, including
    • Command of the English language in addition to associated rules and styles.
    • Ability to accurately proof read and compile multiple documents
    • Demonstrated ability to prepare data and reports in clear and understandable formats, via Microsoft Excel
  • Well-developed interpersonal and customer service skills in various business settings, including:
    • Quickly establish and maintain positive oral and written presence in high volume setting; build and maintain effective relationships
    • Generate solutions to a variety of diverse inquiries in a manner that provide and/or convey positive solutions to customers and improve customer satisfaction and support the Customer Inquiry & Response Process to ensure an effective response from the organization
    • Quickly determine and confirm the content and intent of inquiries and information presented orally or in writing.  Apply clarifying and confirming communications to assist in assessing vague or incomplete information
    • Ability to work independently and as a team player to support team goals
    • Demonstrated ability to handle difficult internal and external customer situations professionally, calmly, and with poise and cultural sensitivity
  • Experience in understanding metrics and service-level agreements
  • Demonstrated experience in serving as a SME for a team and being involved in a process improvement team
  • Strong analytic and problem-solving skills including:
    • Able to make well thought out decisions considering all of the aspects of the problem, and formulate plans and actions in response
    • Identifying, checking/cross-checking, and maintaining detailed information for diverse information tracking and reporting
    • Able to complete consistently accurate work within tight time lines without opportunity for multiple revision cycles
    • Proven data entry experience with speed and accuracy, as well as experience successfully performing high volume transactions
  • Proven technical, industry, and association knowledge, including:
    • Stay abreast of current developments and trends in area of Application Processing procedures and policies. Provide feedback and related recommendations as applicable.
    • Proven knowledge of and adherence to organization and departmental policy and procedures
    • Demonstrated business math skills and/or experience with Accounts Receivable or Accounts Payable
    • Experience with sensitive confidential matters and respect for same
    • High proficiency with system platforms, including Windows platforms and other internal platforms
  • Knowledge of and experience with current methodologies associated with success of virtual teams working in a global environment
  • Occasional travel, including evenings, weekends and holidays.  Knowledge, experience and ability to travel domestically and internationally.
  • Work outside the typical work hours when necessary to meet assignments or project objectives


*100% paid employee benefit coverage (medical, dental, vision, and prescription)
*Up to 20 Paid Days Off (Four weeks) per year to start
*+ 10 Paid holidays
*Reimbursements: Tuition, Seminar and Professional Membership Dues

*Employee Assistance Program
*Service Recognition Awards Program
*401k with company match up to 7%

*Professional Development
*Flex time
*Business casual, friendly environment, just to name a few.

Job Snapshot

Employment Type Full-Time
Job Type Admin - Clerical, Banking, Customer Service
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Not for Profit - Charitable
Required Travel Not Specified
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Application Processing Associate Lead

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