About this role
WHO ARE WE LOOKING FOR?
Overview
We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.
WHAT WILL YOU BE DOING?
Day-to-day you will be expected to:
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Data Validation & Data Entry:
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Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
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Ensure data integrity across systems.
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Review and confirm plan account details and associated documentation.
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Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
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Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
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Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
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Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
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Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
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Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
REQUIREMENTS
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1-3 years of experience within the operations sector.
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Familiarity within the financial services industry.
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Familiarity with Zendesk.
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Strong verbal and written communication skills for servicer outreach and documentation.
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Exceptional organizational skills and the ability to manage competing priorities.
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Willingness to learn, adapt to new challenges, and grow within the role.
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Experience in high-volume, detail-oriented environments is a plus.
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Extremely detail oriented, and willing to collaborate with various stakeholders.
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Rate: $5 hourly
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Hours: 8am - 5pm ET