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Forms Analyst
Payrate: $47/Hour W2 
Contract Duration: 6 months with possible conversion to FTE.

Evansville, IN 47708
  • Hybrid position – minimum of once a week onsite/office.
 
RESPONSIBILITIES:
Forms Analyst to support financial services company-wide form changes and new form requests. Work within a team where responsibilities are shared for the following:
  • Examines and evaluates format and function of business forms to develop new, or improve existing forms format, usage, and control.
  • Review forms to evaluate need for revision, consolidation, or discontinuation.
  • Working with business stakeholders to define requirements (stakeholders include Legal, Insurance, Operations).
  • Confer with form users to gather recommendations for improvements, considering such characteristics as form necessity, completeness, design, text, and specifications as to size, and number of copies.
  • May also design, draft, or prepare finished master copy for new or modified form or confer with printer’s representative to specify changes in format and approve proof copies.
  • Monitoring form requests.
  • Creating, updating, and closing form requests as needed.
  • Documenting form test requirements and defining form test cases.
  • Testing forms and documenting testing results.
  • Communicating within team and IT regarding testing findings.
  • Validating form changes.
  • Proofreading of form/contract to ensure changes are complete and accurate.
  • Managing projects as they impact forms.
  • Research form history as needed for Legal or Audit requests.
  • Organizing form files.
  • Identifying common elements across forms.
  • Training end users.
Activities are performed using several systems/tools including:
  • ALM (NABLE and MDCMS)
  • Outlook
  • Elixir design pro
  • MS Teams/Slack
  • Confluence
  • Jira
 
SKILL/EXPERIENCE/EDUCATION:
Mandatory Skills
  • Strong Communications skills (written and spoken) including team player as well as developing rapport even across distance.
  • Attention to detail.
  • Analytic skills – Medium to strong (including excel).
  • Interest and ability to focus and repeat work effort (retesting forms).
  • Team
 
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
 
reqOMF-REQ-0001380 •

Last updated on Sep 29, 2023

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