Specialist – Retirement Plan Loans

Specialist – Retirement Plan Loans

Requirements

• Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
• Excellent oral and written communication skills, including comfortability presenting to prospective and existing clients and internal departments.
• Outstanding time management skills, acute attention to detail, including exceptional organizational and analytical skills.
• Track record of excelling in a team-based culture, evidenced through direct feedback from peers and business partners.
• Advanced knowledge of Microsoft Excel, Word, and PowerPoint.
• Creative thought process focusing on continuous process improvement.
• Ability to exercise good judgment, knowing how and when to call on other resources.
• Proven ability to influence others with reasoned debate and dialogue rather than consensus building.

Responsibilities

• Work directly with plan sponsors to bring loans current by creating customized actionable plans, including consulting on corrective methodologies.
• Research loan and payroll history to provide plan sponsors with resolution and accurate data.
• Coordinate with internal business partners to provide quick turnaround around times on participant and client requests.
• Maintain quality control and create process improvements to meet key deliverables and exceed plan sponsor expectations.
• Daily monitoring and coordination of incoming loan modification requests.
• Participate in new plan and merger conversion meetings, assisting with new client onboarding efforts.
• Coordinate with internal business partners on unique solutions to solve client loan issues.

Preferred Qualifications

• 2+ years of experience in Qualified Retirement Plan Administration or similar financial industry experience.
• ASPPA designation.

Benefits

No information provided on Benefits.