Loans & Distribution Specialist
Finway Group•, IA
•$45,000 - $55,000
About The Position
We're seeking a dedicated individual with 2-3 years of experience in managing loans and distributions within the retirement plan landscape to join our Loans and Distribution team. You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture at The Finway Group.
Requirements
- Preferred minimum of 2-3 years of experience with retirement plan documents.
- Experience working in a high-volume processing environment.
- Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.
- General understanding of plan document language to ensure proper handling of requests
- Outstanding verbal and written communication skills for top-notch customer service.
- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
- A keen eye for detail, compliance, and accuracy.
- Self-starters and own their body of work.
Nice To Haves
- Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.
Responsibilities
- Manage inflow of requests that come in overnight that are assigned to you
- Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors' websites to approve online requests and run reports when needed
- Answering and returning calls from recordkeepers, customers, participants but not limited to.
- Administrative work that includes a variety of reports, data entry, research, documentation review
- Ensuring timely and accurate processing of distributions and loans
- Resolving issues as they pertain to distribution and loan processing
- Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.
- Keep PensionPro, FT William, recordkeepers, ERISApedia current.
Benefits
- 100% of your health, dental, life, and short-term disability premiums covered
- $1,200 annually to your HSA
- 3% company contribution to your 401(k)
- 18 days of paid time off, which grows with your time here
- Six paid holidays
- Two floating holidays
- Opportunities for career advancement
- Flexible hours within industry standards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
