With the Caliper’s Advisor Competency Report for Processing Specialist, you will gain a clear, accurate picture of an individual’s strengths, limitations and overall potential.

This product features:

  • A comprehensive report that supports selection and development
  • A detailed analysis of the individual’s strengths and opportunities for development
  • Descriptions of potential competencies and representative behaviours in practical, intuitive terms
  • A phone consultation to help you understand the report and its implications
  • Behavioural-based interview questions tailored to assessment results in recruitment reports
  • Managing for Success suggestions, which include coaching recommendations and tips for working with the individual
  • A Function-Fit index and/or Caliper Consultant’s recommendation can be included.

Processing Specialists process applications, claims, transactions, or information requests in compliance with designated guidelines. When information is inaccurate, incomplete, or does not otherwise meet compliance standards, they communicate with others to obtain the information needed to resolve these issues.

Examples of Processing Specialist Positions are:
Loan Processing Specialist, Loan Processor, Claims Adjuster, Claims Examiner, Underwriter, Administrative Underwriter, Transaction Processing Specialist, Accounts Receivable Associate, Accounts Payable Associate, Auditor.


Quality Focus – Processing Specialists ensure that all work in one’s own area of the business, throughout the organisation, by vendors, suppliers, etc. is performed with excellence and to high standards for quality and integrity.

Compliance – Processing Specialists work to ensure that they, team members, other employees, contractors, strategic partners, and other relevant stakeholders act in accordance with all pertinent rules, regulations, policies, and best practices, and that behavior in the organisation meets the company’s standards of conduct.

Communicating – They provide the information required by others in a concise, direct, and unambiguous way. They perceive how the message affects the receiver and strive to ensure that the receiver clearly understands the specifics and function of the message.

Information Seeking – They are driven by an underlying curiosity and desire to know more about things, people, or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions; or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Time Management – They focus on completing all work tasks in a timely manner while remaining responsive enough to react to competing demands and shifting priorities. Processing Specialists are able to manage multiple responsibilities while being organised, keeping on top of important time-sensitive tasks, and performing all work accurately.

Active Listening – Processing Specialists enhance mutual understanding in communicating with others by expressing genuine interest in the content and meaning of others’ messages. They ask clarifying questions to ensure understanding and to get more information, and they rephrase what is said to check meaning and interpretation.

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