Responsibilities
- Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
- Ensure data integrity across systems.
- Review and confirm plan account details and associated documentation.
- Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
- Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
- Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
- Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
- Work closely with internal departments including Client Services, and Product to improve processes and support client success.
- Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
Requirements
- 1-3 years of experience within the operations sector.
- Familiarity within the financial services industry.
- Familiarity with Zendesk.
- Strong verbal and written communication skills for servicer outreach and documentation.
- Exceptional organizational skills and the ability to manage competing priorities.
- Willingness to learn, adapt to new challenges, and grow within the role.
- Extremely detail oriented, and willing to collaborate with various stakeholders.
Nice to Have
- Experience in high-volume, detail-oriented environments is a plus.
