Share
If you’ve Googled “Transaction Backer job description,” you’ve probably seen the same thing over and over: a bland, copy-paste template full of bullet points and buzzwords. Responsibilities. Requirements. Apply here. But here’s the problem—those posts don’t actually help you attract great candidates.
Top professionals in finance and operations aren’t excited by checklists. They want to know what they’re supporting, who they’ll be working with, and why the role matters. A job description that feels like a formality won’t grab their attention—and the best candidates will scroll right past you.
The good news? Writing a compelling job description isn’t about being flashy—it’s about being clear, authentic, and intentional. In this guide, we’ll show you how to write a Transaction Backer job description that not only explains the role but also inspires the right people to apply.
👉 Before we dive in, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ — it breaks down the science of why generic job descriptions fail and gives you the principles you’ll use here.
Don’t let bad hires slow you down.
WorkScreen helps you identify the right people—fast, easy, and stress-free.
What A Transaction Backer Actually Does
In plain English, a Transaction Backer is the professional who ensures that financial transactions are properly verified, documented, and executed. They act as the “safety net” in banking, finance, or corporate operations—making sure deals are backed by accurate records, compliant with regulations, and aligned with internal policies.
Think of them as the detail-oriented guardian of financial integrity. While other teams may focus on strategy, sales, or client-facing tasks, the Transaction Backer makes sure nothing slips through the cracks. This role often involves:
- Reviewing and validating financial documents before approval.
- Coordinating with finance, legal, and compliance teams.
- Ensuring transactions meet both internal standards and external regulations.
- Flagging discrepancies or risks before they become bigger issues.
Why does this matter? Because in today’s fast-moving business environment, one overlooked mistake can cost thousands—or even millions. A strong Transaction Backer doesn’t just check boxes; they protect the organization’s credibility, financial health, and reputation.
Two Great Transaction Backer Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Template 1: Job Description For Experienced Transaction Backer
📌 Job Title: Transaction Backer — Financial Compliance & Documentation
📍 Location: Hybrid (New York, NY) | 3 days on-site
🕒 Schedule: Mon–Fri, 9:00 AM–5:30 PM ET
💲 Salary: $65,000–$80,000/year (DOE) + performance bonus
🎥 A quick word from our Head of Operations (2 min): (Insert Loom/YouTube link)
Who We Are
Summit Capital Partners is a mid-market private credit and trade finance firm founded in 2009. We underwrite and service working-capital facilities for US and EU clients across manufacturing, logistics, and B2B services. In 2024, our ops team validated 2,300+ transactions with a 99.7% accuracy rate. We take pride in process rigor, client trust, and audit-ready documentation.
About the Role
You’ll be the accuracy backstop for complex, high-value transactions. From document verification (POs, invoices, contracts) and counterparty checks to policy compliance and audit trails, you’ll coordinate with Finance, Legal, and Client Success to ensure every deal is clean, defensible, and on time.
Key Responsibilities
- Validate supporting documents, approvals, and contract terms before execution
- Perform KYC/AML checks and escalate discrepancies or risk signals
- Maintain airtight records for audits (SOX/SOC2 aligned)
- Liaise with internal teams to clear exceptions within SLA windows
- Track KPIs (cycle time, exception rate) and suggest process improvements
What We’re Looking For
- 3+ years in transaction ops, fund admin, or financial compliance
- Working knowledge of KYC/AML and documentation standards
- Advanced attention to detail; error-spotting under time pressure
- Tools: Excel/Google Sheets, DocuSign, basic SQL a plus
- Degree in Finance, Accounting, or Business (or equivalent experience)
Perks & Benefits
- Medical, dental, vision + 401(k) with 4% match
- 20 days PTO + 10 paid holidays + 1 volunteer day
- Annual learning stipend ($1,500) + professional certifications support
- Commuter benefits; WFH setup stipend; modern tooling (NetSuite, DocuSign)
Why This Role Is a Great Fit
- High impact: your sign-off is the last mile before funds move
- Cross-functional exposure: daily collaboration with Legal, Compliance, and Client teams
- Career growth: pathway to Senior Backer or Ops Lead; ownership over automation projects
How to Apply
We hire via WorkScreen.io to keep things fair and fast.
- Apply here: (Insert WorkScreen link)
- Complete a short evaluation (15–20 min)
- We respond to every applicant within 10 business days
- Finalists meet the team (30-min panel) + case discussion (no spec work)
✅ Template 2: Job Description for Entry-Level / Willing-to-Train Transaction Backer
📌 Job Title: Junior Transaction Backer — Compliance & Financial Operations
📍 Location: Remote-friendly (US-based)
🕒 Schedule: Mon–Fri, core hours 10:00 AM–4:00 PM local time
💲 Salary: $45,000–$55,000/year + annual bonus
🎥 A quick word from our VP of Operations (90 sec): (Insert Loom/YouTube link)
Who We Are
ClearPath Finance is a fintech that powers safe, compliant payments for 10,000+ SMBs. We reconcile 30k+ monthly transactions, maintain SOC 2 Type II controls, and partner with regional banks to keep money moving reliably. We’re builders at heart, with a culture of teaching, mentorship, and continuous improvement.
About the Role
No prior finance experience? That’s okay. You’ll learn how to review documents, back transactions, and maintain records under the guidance of senior team members. If you’re detail-oriented, curious, and consistent, you’ll thrive here.
Key Responsibilities
- Assist in verifying transaction documents and approvals
- Learn KYC/AML basics; escalate anomalies to senior staff
- Maintain organized, audit-ready records in our systems
- Support exception resolution and end-of-day reconciliations
- Join training sprints on compliance, controls, and tooling
What We’re Looking For
- Meticulous attention to detail; calm under deadlines
- Comfortable with spreadsheets and following checklists
- Clear communication; collaborative mindset
- High school diploma or Associate’s (Bachelor’s a plus)
- No experience required — full training provided
Perks & Benefits
- Medical, dental, vision + HSA option
- 18 days PTO + 8 paid holidays + 2 wellness days
- $1,000 learning budget + mentorship program
- Home-office stipend + company laptop; quarterly team offsites
Why This Role Is a Great Fit
- Career launchpad: structured training and a clear growth track
- Supportive environment: shadowing, checklists, and real coaching
- Meaningful work: you’ll help keep funds safe and clients confident
How to Apply
We use WorkScreen.io to evaluate fairly and reduce bias.
- Apply here: (Insert WorkScreen link)
- Complete a simple evaluation (skills + attention-to-detail)
- We reply to every candidate within 7 business days
Finalists do a paid, 2-hour simulated workflow (remote)
Build a winning team—without the hiring headache.
WorkScreen helps you hire fast, confidently, and without second-guessing.
Why These Transaction Backer Job Descriptions Work
When you compare these job posts to the typical “Responsibilities / Requirements / Apply Here” format, the difference is clear. Here’s why these examples stand out:
1. Clear, Specific Job Titles
Instead of “Transaction Backer” alone, the titles highlight focus and context:
- Transaction Backer — Financial Compliance & Documentation
- Junior Transaction Backer — Compliance & Financial Operations
This instantly signals who the role is for and what level of experience is expected, filtering in the right applicants.
2. Video Element Adds a Human Touch
A short Loom or YouTube video from the hiring manager makes the post personal. Top candidates want to see who they might work with, not just read another corporate checklist. This builds trust and differentiation.
3. Company Story Builds Credibility
Both job posts avoid generic “About Us” fluff.
- Summit Capital Partners emphasizes its track record (15+ years, 2,300+ transactions, 99.7% accuracy).
- ClearPath Finance highlights scale (10,000+ SMB clients, 30k+ transactions per month, SOC 2 Type II certification).
This shows candidates that the company is real, established, and mission-driven.
4. Responsibilities Show Impact, Not Just Tasks
Notice the difference between:
- Generic: “Review transactions and documents.”
- Improved: “Validate supporting documents, approvals, and contract terms before execution.”
This phrasing helps candidates visualize the importance of their work and the value they’ll bring.
5. Requirements Are Inclusive and Flexible
- The senior role asks for specific skills and 3+ years experience.
- The junior role highlights no prior experience required, with training provided.
This attracts both seasoned professionals and entry-level talent eager to grow.
6. Separate Perks & Benefits From “Why This Role Fits”
By splitting these into two sections, the job posts speak to both rational and emotional motivators:
- Perks & Benefits → tangible rewards (insurance, PTO, learning stipends).
- Why This Role Is a Great Fit → purpose, career growth, impact.
This double-layered approach resonates with high-quality applicants.
7. Transparent, Respectful Hiring Process
Instead of the cold “Only shortlisted candidates will be contacted,” these posts:
- Show the exact steps (evaluation, response times, final interview).
- Promise that every applicant gets a reply.
- Offer paid trial/simulation for fairness.
That clarity and respect is rare — and it instantly elevates your employer brand.
8. Natural Integration of WorkScreen.io
WorkScreen isn’t forced in as a sales pitch — it flows naturally in the “How to Apply” section. Applicants see it as part of a fair, modern hiring process rather than a gimmick.
👉 The takeaway: These posts don’t just check boxes. They connect.
They speak to the candidate’s head (clarity, transparency, career path) and their heart (culture, trust, purpose). That’s why they attract thoughtful, mission-driven talent instead of low-effort applicants.
Example of a Bad Transaction Backer Job Description (And Why It Fails)
📌 Job Title: Transaction Backer
📍 Location: New York, NY
💼 Employment Type: Full-Time
Company Overview
We are a financial services company seeking to hire a Transaction Backer to support our operations team.
Job Summary
The ideal candidate will be responsible for reviewing documents, ensuring compliance, and coordinating with internal teams.
Key Responsibilities
- Review transactions and documents
- Ensure compliance with company policies
- Report to the operations manager
Requirements
- Bachelor’s degree in Finance or related field
- 2–3 years of relevant experience
- Strong analytical and organizational skills
How to Apply
Send your resume and cover letter to hr@company.com. Only shortlisted candidates will be contacted.
❌ Why This Job Post Fails
- Generic Job Title
Just saying “Transaction Backer” with no context (senior vs. junior, compliance vs. operations) is vague and uninspiring. - No Personality or Mission
The “Company Overview” is lifeless—no values, no purpose, no story. Top candidates won’t feel connected. - Responsibilities Are Too Broad
“Review transactions and documents” could apply to a dozen different roles. There’s no sense of impact or importance. - Requirements Are Rigid
Listing only “Bachelor’s degree + 2–3 years experience” excludes people who may have transferable skills but not the exact background. - No Perks or Benefits
Without salary, PTO, or perks, it feels like the company isn’t transparent—or doesn’t value its people. - Cold Hiring Process
“Only shortlisted candidates will be contacted” feels dismissive and outdated. Candidates expect clarity and communication. - Zero Brand Differentiation
There’s nothing here to set the company apart. This post could belong to any generic financial services firm.
👉 The result? This job description attracts either desperate applicants or none at all. Top-tier candidates—the very ones you want—will scroll right past.
Bonus Tips to Make Your Job Post Stand Out
Even with a solid structure, small details can make a huge difference in how your job post is perceived. Here are a few ways to add trust, personality, and candidate appeal:
1. Add an Important Security & Privacy Notice
Job seekers are increasingly wary of scams. Adding a short statement shows professionalism and builds trust.
Example:
“We take applicant privacy seriously. We will never ask for payment, bank details, or personal financial information during the hiring process.”
2. Highlight Leave Days or Flex Time
Top candidates look for balance as much as pay. Stating your policy upfront makes your company more attractive.
Example:
“Enjoy up to 20 PTO days annually, plus flexible work-from-home Fridays.”
3. Mention Training & Growth Opportunities
Candidates care about where the role can take them. Call out mentorship, learning stipends, or clear growth paths.
Example:
“We invest in your growth with a $1,000 learning stipend, certification support, and clear promotion pathways.”
4. Include a Loom or YouTube Video
Video isn’t just nice-to-have—it’s a differentiator. Seeing the hiring manager or CEO makes your post stand out instantly.
Example:
A 90-second Loom where the hiring manager says:
- Who they are
- Why the role matters
- What excites them about the next hire
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
5. Share Real Employee Testimonials
Authenticity sells. Even a single quote adds weight.
Example:
“Being part of Summit Capital’s ops team means I’m trusted to own my work and supported when I need help. It’s rare to find that balance.” — Maria, Senior Backer
👉 These extras transform your Transaction Backer job description from a checklist into a candidate experience. They show applicants you value them before they even hit “apply.”
Should You Use AI to Write a Transaction Backer Job Description?
AI tools are everywhere, and many companies are tempted to use them for quick job descriptions. Even big ATS platforms now include “1-click JD generators.” But here’s the catch: if you rely on AI blindly, you’ll end up with a bland, cookie-cutter job post that fails to attract serious candidates.
❌ Why You Shouldn’t Rely on AI Alone
- Generic Output: You’ll get posts that sound like they could be for any company, stripping away your unique culture and values.
- Attracts the Wrong People: A vague post appeals to low-effort applicants, not the thoughtful, detail-driven professionals you want for a Transaction Backer role.
- Hurts Your Employer Brand: Your job description is often the very first impression a candidate gets. If it reads like spam, they’ll assume your company is the same.
✅ The Right Way to Use AI
AI is a powerful tool — if you feed it the right ingredients. Instead of asking, “Write me a Transaction Backer job post,” come prepared with context.
Here’s how to prompt AI properly:
Step 1: Provide Company Info
- What your company does
- Your culture and values
- Why the role matters
Step 2: Add Role Details
- Key responsibilities
- Skills you want (must-haves + nice-to-haves)
- Salary range & perks
Step 3: Guide the Tone
- Conversational, clear, candidate-friendly
Example Prompt:
“Help me write a Transaction Backer job post for Summit Capital Partners. We’re a private credit firm in New York with 15+ years of experience, known for accuracy and compliance. We’re hiring a Transaction Backer to validate financial transactions, review documentation, and safeguard compliance. Our culture values precision, accountability, and mentorship. Salary range is $65k–$80k, with benefits including 401k match, PTO, and learning stipends. Here are a few notes I’ve written to get you started: [paste your notes]. Please make the tone human and approachable, not overly corporate.”
By doing this, AI helps you polish your message, not replace your thinking.
👉 Bottom line: AI should enhance your job post, not write it for you. The best candidates can spot generic content instantly — and they’ll avoid companies that don’t invest effort into their hiring message.
Smart Hiring Starts Here
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Copy-Paste Transaction Backer Job Description Template
We get it — sometimes you just need something fast. Maybe you’ve already read through this guide and understand what makes a strong job post, but you still want a starting point you can copy, paste, and tweak.
That’s what this is.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational, Culture-First Style
Job Title: Transaction Backer – Safeguard Every Deal at [Company Name] 💼 Location: [On-site/Hybrid/Remote] (HQ: [City, State]) 🕒 Type: [Full-Time/Part-Time] 💰 Salary Range: [${X},000 – ${Y},000]/year
🎥 A quick word from our [Hiring Manager/Head of Operations] (90–120 sec): [Insert Loom/YouTube link]
Who We Are
[Company Name] helps [customer type/industry] move money and close deals with confidence. Since [Year], our operations and compliance teams have backed [volume metric, e.g., “2,000+ monthly transactions”] with a focus on accuracy, transparency, and audit-ready documentation.
About the Role
As a Transaction Backer, you’ll ensure financial transactions are correctly verified, documented, and compliant. You’ll be the last mile of quality before funds move—working cross-functionally with Finance, Legal, and Compliance.
What You’ll Do
- Validate supporting documents (POs, invoices, contracts) before execution
- Flag discrepancies and escalate risk signals (KYC/AML, policy exceptions)
- Maintain airtight, audit-ready records ([tool stack, e.g., NetSuite, DocuSign, GSheets])
- Liaise with internal teams to resolve exceptions within SLA windows
- Track ops KPIs (cycle time, exception rate) and suggest improvements
What We’re Looking For
- [3+ years] in transaction ops, fund admin, or financial compliance (or similar)
- Strong attention to detail; calm under deadlines
- Familiarity with KYC/AML and documentation standards
- Comfortable with spreadsheets; [SQL/basic queries a plus]
- Degree in [Finance/Accounting/Business] or equivalent experience
Perks & Benefits
- [Medical, dental, vision] + [401(k) match %]
- [XX] days PTO + [paid holidays/wellness days]
- [$X,000] learning stipend + certification support
- [WFH setup stipend/commuter benefits/company laptop]
Why This Role Is a Great Fit
- High impact: your sign-off is the greenlight for funds to move
- Visibility: collaborate daily with Legal, Compliance, and Client teams
- Growth: clear path to [Senior Backer/Ops Lead] and ownership of automation projects
How to Apply
We hire via WorkScreen.io to keep things fair and fast.
- Apply here: [Insert WorkScreen link]
- Complete a short evaluation ([~15–20 minutes])
- We reply to every applicant within [X] business days
- Finalists: [30-min panel] + [case/simulation—no spec work]
✅ Option 2: Structured Format (Job Brief + Responsibilities + Requirements)
Job Title: Transaction Backer – Compliance & Documentation at [Company Name] 💼 Location: [Remote/Hybrid/On-site] (HQ: [City, State]) 🕒 Type: [Full-Time/Part-Time] 💰 Salary Range: [${X},000 – ${Y},000]/year
Job Brief
[Company Name] is hiring a [Junior/Transaction] Backer to support compliance and finance operations. No prior experience? That’s okay. If you’re detail-oriented and reliable, we’ll train you on the tools and processes.
Responsibilities
- Assist in validating transactions and supporting documentation
- Learn KYC/AML basics; escalate anomalies to senior staff
- Maintain accurate, audit-ready records in [systems/tools]
- Support exception resolution and end-of-day reconciliations
- Join training sprints on compliance, controls, and tooling
Requirements
- [High school diploma/Associate’s/Bachelor’s]
- Comfortable with spreadsheets and following checklists
- Detail-oriented, organized, and a fast learner
- Clear communication; collaborative mindset
Perks & Benefits
- [Medical, dental, vision/HSA]
- [XX] days PTO + [paid holidays/wellness days]
- [$X,000] learning budget + mentorship program
- [Company laptop/home-office stipend/quarterly offsites]
How to Apply
Submit your application via WorkScreen.io: [Insert Link]
- Complete a short evaluation ([skills + attention-to-detail])
- We reply to every candidate within [X] business days
- Finalists complete a [paid, 1–2 hour] simulated workflow (remote)
Take Your Hiring Further with WorkScreen.io
Writing a strong job description is only half the battle. Once you attract applicants, you need a fast and fair way to figure out who’s truly qualified — without wasting hours sifting through resumes or guessing based on interviews alone.
That’s where WorkScreen.io comes in.
Here’s how WorkScreen helps:
✅ Quickly identify your most promising candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
✅ Easily administer one-click skill tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
✅ Eliminate low-effort and AI-generated applicants
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
✅ Create a better candidate experience
With real-time updates, transparent evaluations, and respect for candidates’ time, WorkScreen helps you strengthen your employer brand while making smarter hiring decisions.
Build a winning team—without the hiring headache.
WorkScreen helps you hire fast, confidently, and without second-guessing.
Transaction Backer Job Description - FAQs
Beyond attention to detail and knowledge of compliance standards, the best Transaction Backers demonstrate:
- Risk awareness — the ability to spot inconsistencies that could signal larger issues.
- Process discipline — comfort working within structured frameworks and meeting strict deadlines.
- Analytical thinking — breaking down complex financial data into clear, actionable insights.
- Communication skills — explaining findings to non-financial colleagues and escalating concerns effectively.
- Adaptability — staying calm and accurate when priorities shift or volume spikes.
The salary for a Transaction Backer varies by location, seniority, and industry. On average, mid-level professionals earn between $55,000 – $75,000/year, while senior Transaction Backers with specialized compliance experience can make $80,000+ annually. Entry-level or junior roles often start around $40,000 – $50,000/year.
While both roles focus on reducing risk, a Transaction Backer works more operationally — validating individual deals and documents. A Compliance Officer, on the other hand, is responsible for designing policies, training staff, and overseeing broader regulatory frameworks.
They ensure that money moves safely and correctly, reducing costly errors or compliance breaches. A skilled Transaction Backer protects a company’s reputation, speeds up deal execution, and supports healthy relationships with regulators, clients, and auditors.
Most Transaction Backers work with a mix of:
- Spreadsheets (Excel, Google Sheets) for reconciliations and tracking.
- Document management tools (DocuSign, SharePoint).
- Compliance software for KYC/AML checks.
- ERP or financial systems (NetSuite, SAP, Oracle).
