Document Workflow Engineer

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Title: Document Workflow Engineer (OCR/AI)


FLSA Status: Exempt


Department: Client Technology


Reports to : Data Engineering Manager


Location: Proctor - 166


*Proctor Loan Protector does not sponsor any type of work visa's or STEM programs.

Who are we? What do we do? Company Overview:

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What's the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.

What can I expect from working at Proctor Loan Protector?

• Fun work environment with a variety of work
• Being part of a team
• Career growth
• Ability to highlight your skills
• Feel valued
• Great benefits, pay and culture

Tell me more about this role, what would I be doing?

The Document Workflow Engineer (DWE) will join Proctor Loan Protector's Client Technology Team to support the creation, administration and maintenance of multiple workflows supporting the organization. The DWE is responsible for designing, implementing, and supporting enterprise document management and automation solutions, with a focus on Intelligent Document Processing. This role develops and maintains systems that capture, classify, extract, and route information from structured and unstructured documents into downstream business applications.


The DWE supports our global insurance and claim document business processes. The role will work closely with business stakeholders and technical teammates to translate operational requirements into scalable document processing workflows and integrations. Responsibilities include solution configuration, performance optimization, troubleshooting, and continuous improvement of automated content management processes.


Essential Duties and Functions: include the following. Other duties may be assigned.

• AI and Document Processing Technology experience including, but not limited to:

• Strong understanding of Intelligent Document Processing (IDP) technology - including classification, extraction, validation, and workflow automation.

• Experience configuring and deploying document classification models and data extraction rules.

• Familiarity with hybrid/agentic AI capabilities (AI-native document capture, NLP, and machine learning workflows).

• Strong Integration and Automation experience including, but not limited to:

• Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR) expertise.

• Understanding integration patterns for data flow into enterprise systems (OnBase, RPA tools, Business Process Management suites, etcetera).

• Familiarity with workflow automation, process monitoring, and exception handling.

• Experience supporting low-code/no-code configuration tools and Integrated Development Environments (IDE) for IDP design workflows.

• Comfortable scripting or using business process models, designers or similar tools.

• Knowledge of how to manage and maintain complex process design structures.

• Familiarity with data governance, role-based access, and secure document handling

• Experience creating technical documentation, such as business requirements and/or functional requirements by working with technical staff, managers and end-users.

• Experience deconstructing technological solutions for the purpose of documentation of current products and processes.

• Experience performing, analyzing, and documenting gap analysis (i.e., current process vs. proposed process).

• Participate in the development of documentation for end users and product monitoring staff.

• Assisting with application program testing, and quality assurance as required to vet veracity of business specifications.

• Ability to work closely with development, operational and functional departments as necessary (i.e., technical and non-technical staff).

• Demonstrated technical aptitude and ability to act as a liaison between business users and the technical staff to write and assess new business requirements and change requests.

• Assist Project Management to coordinate and support project and application releases.

Competencies:

• Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently. Ability to manage multiple document processing configurations, integrations, and optimization tasks.

• Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.

• Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

• Written communication-the individual edits spelling and grammar, presents numerical data effectively and can read and interpret written information.

• Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. Strong analytical and reasoning skills

• Quality control- detail oriented; the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.

• Adaptability-the individual adapts to changes in the work environment, manages competing demands, and can deal with frequent change, delays, or unexpected events. Strong attention to detail.

Qualifications:


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


Required

• Bachelor's degree in related field, or equivalent combination of education, training and on-the-job experience.

• Minimum 1-3 years of experience with workflow configuration intelligent extraction tools

• Minimum 1-3 years of experience in ECM tools or a similar technical role

• Proficient with MS Office Suite

Preferred

• Experience with OCR/ICR engines

• Experience with workflow management, AI, machine learning systems

• Experience with Jira, Tempo, Confluence, and Smartsheet desired

• Familiarity with concepts of relational databases and SQL preferred

• Familiarity with cloud infrastructure components and deployments (AWS, Azure) preferred

• Familiarity with C# preferred but not required.

• Familiarity with homeowners' (property) insurance concepts preferred but not required.

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

• Vision sufficient for use of a computer monitor.

• Ability to sit at a desk for 7-8 hours per day.

• Repetitive motion

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement:
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.


Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself


As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".