[Hiring] Loans & Distributions Specialist @Strongpoint Partners

Role Description

The Finway Group (TFG), a Strongpoint partner, is seeking a dedicated individual with 2-3 years of experience in managing loans and distributions within the retirement plan landscape to join our Loans and Distribution team. You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.

Key Responsibilities

• Manage inflow of requests that come in overnight that are assigned to you.
• Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors’ websites to approve online requests and run reports when needed.
• Answering and returning calls from recordkeepers, customers, participants but not limited to.
• Administrative work that includes a variety of reports, data entry, research, documentation review.
• Ensuring timely and accurate processing of distributions and loans.
• Resolving issues as they pertain to distribution and loan processing.
• Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.
• Keep PensionPro, FT William, recordkeepers, ERISApedia current.
• Other duties as assigned.

Qualifications

• Preferred minimum of 2-3 years of experience with retirement plan documents.
• Experience working in a high-volume processing environment.
• Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.
• General understanding of plan document language to ensure proper handling of requests.
• Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.
• Outstanding verbal and written communication skills for top-notch customer service.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• A keen eye for detail, compliance, and accuracy.
• Self-starters and own their body of work.

Requirements

• The anticipated pay range for this position is $45,000-$55,000 annually.
• Individual pay is determined by geographic location, job-related skills, experience, education, and certifications.

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.