About the job
WHO ARE WE LOOKING FOR?
We are in search of a meticulous and proactive Operations Associate to join our dynamic team. This role will involve managing and validating data queues, reviewing supporting documentation, liaising with loan servicers, and collaborating with our client’s teams to ensure efficient operations and high levels of client satisfaction.
WHAT WILL YOU BE DOING?
In your daily duties, you will be tasked with:
- Data Validation & Data Entry:
- Review and validate employee loan information and documentation for accuracy and compliance with program standards.
- Ensure data integrity across all systems.
- Review and confirm plan account details along with associated documentation.
- Document Review: Conduct thorough evaluations of participant and employer-submitted materials to ensure compliance with operational standards.
- Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues when necessary.
- Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
- Invoicing Operations: Assist in monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
- Cross-Team Collaboration: Work closely with internal departments such as Client Services and Product to enhance processes and support client success.
- Quality Assurance: Maintain a keen attention to detail and adhere to established workflows to ensure consistent operational excellence.
REQUIREMENTS
- 1-3 years of experience in operations.
- Familiarity with the financial services industry.
- Experience with Zendesk is a plus.
- Strong verbal and written communication skills for effective servicer outreach and documentation.
- Exceptional organizational skills with the ability to manage multiple priorities.
- A willingness to learn, adapt to new challenges, and grow within the role.
- Experience in high-volume, detail-oriented environments is advantageous.
- Highly detail-oriented and collaborative with various stakeholders.
Rate: $5 hourly
Hours: 8am - 5pm ET
