Loans & Distributions Specialist, (TFG)
Core
Process loans and distributions for retirement plans, ensuring accurate and timely handling of participant requests and vendor communications.
Role type
Specialist, retirement plan administration
Builds
Retirement plan loan and distribution processing services
Domain
Financial services / Retirement planning
Required skills
Retirement plan document interpretation, high-volume data processing, vendor system navigation, compliance adherence, Microsoft Office proficiency, detail-oriented analysis
Preferred skills
Experience with Empower, Voya, John Hancock, Principal, TransAmerica recordkeepers
Responsibilities
Manage inflow of overnight loan and distribution requests, assist participants with online request approvals, answer calls from recordkeepers and customers, perform administrative data entry and reporting, resolve processing issues, maintain relationships with multiple recordkeepers, keep pension software and reference databases current
Seniority
Mid-level, hands-on specialist