Document Workflow Engineer. Troy LilyLifestyle

Document Workflow Engineer (OCR/AI)

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

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.

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.

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.

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

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.

• 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.

• 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…