Operations Associate Specialist - Freelance Project
Core
Manage and validate data queues, review supporting documentation, and communicate with loan servicers to ensure operational accuracy and compliance.
Role type
Operations Associate Specialist
Builds
Accurate loan data records and compliant documentation for financial clients
Domain
Financial services / Student loans
Deliverable
client delivery
Required skills
Data validation, documentation review, inbox management, servicer communication, invoicing reconciliation, cross-team collaboration
Preferred skills
Experience in high-volume environments, familiarity with Zendesk
Technologies
Zendesk
Responsibilities
Review and validate employee loan information and documentation; Conduct thorough reviews of participant and employer-submitted materials; Manage and respond to inquiries in the operations and support inbox; Coordinate with student loan servicers and financial institutions to resolve discrepancies; Support monthly invoicing processes and reconcile data
Seniority
Junior to Mid-level, hands-on IC