Loans & Distributions Specialist, (TFG)
About The Position
The Finway Group (TFG), a Strongpoint Partners operating partner, is seeking a Loans & Distributions Specialist to join its Loans and Distribution team. The role manages retirement-plan loan and distribution requests, supports participants and other customers, resolves processing issues, and helps ensure requests are handled accurately, promptly, and in compliance with plan requirements. The position includes administrative work such as reporting, data entry, research, and documentation review, as well as maintaining information in PensionPro, FT William, recordkeeper systems, and ERISApedia. The job posting seeks someone with 2–3 years of experience in the retirement-plan landscape and describes a high-volume processing environment with 24–48-hour processing metrics. This is a fully remote position that can be performed from anywhere in the United States. Preference is given to candidates in the Central and Eastern time zones because of the primary locations of client teams. The anticipated annual pay range is $45,000–$55,000. The company describes its employee experience as offering flexible workplace options, flexible PTO, an inclusive environment, growth opportunities, comprehensive benefits, and workplace perks; specific benefits and programs may vary by partner and position.
Requirements
- Preferred minimum of 2–3 years of experience with retirement plan documents.
- Experience working in a high-volume processing environment.
- Strong organizational skills to prioritize and manage multiple requests against 24–48-hour processing metrics.
- General understanding of plan document language to ensure proper handling of requests.
- Outstanding verbal and written communication skills for customer service.
- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
- Attention to detail, compliance, and accuracy.
- Ability to work independently and take ownership of assigned work.
Nice To Haves
- Experience working with recordkeepers Empower, Voya, John Hancock, Principal, or TransAmerica.
Responsibilities
- Manage the inflow of requests assigned overnight.
- Assist participants as needed, including learning vendor websites to approve online requests and run reports.
- Answer and return calls from recordkeepers, customers, and participants.
- Complete administrative work, including reports, data entry, research, and documentation review.
- Ensure timely and accurate processing of distributions and loans.
- Resolve issues related to distribution and loan processing.
- Manage relationships with multiple recordkeepers to support compliance and seamless processing.
- Keep PensionPro, FT William, recordkeeper systems, and ERISApedia current.
- Perform other duties as assigned.
Benefits
- Flexible workplace options, including remote and hybrid options for many roles.
- Competitive paid time off, including flexible and unlimited options.
- Inclusive culture valuing diversity, collaboration, and respect.
- Support for ongoing learning and career development.
- Health, dental, vision, life, and disability coverage.
- Incentive bonus programs and flexible hours.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
