Operations Associate Specialist - Freelance Project
Core
Manage and validate employee loan data queues, review documentation, and coordinate with loan servicers to ensure operational accuracy and compliance.
Role type
Operations Associate Specialist (Freelance)
Builds
Accurate loan account records and billing reports for financial services clients
Domain
Financial Services / Student Loans
Deliverable
client delivery
Required skills
Data validation, documentation review, inbox management, servicer communication, invoicing reconciliation, cross-team collaboration, quality assurance
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 inbox; Coordinate with student loan servicers to resolve discrepancies; Support monthly invoicing processes and reconcile data; Collaborate with internal departments to improve processes
