Operations Associate Specialist - Freelance Project

The role

The Operations Agent will manage and validate data queues and review supporting documentation. This role involves communicating with loan servicers and collaborating with client teams to ensure seamless operations.

What you will do

• Review and validate employee loan information and documentation.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Conduct reviews of participant and employer-submitted materials.
• Manage and respond to inquiries in the operations and support inbox.
• Coordinate with student loan servicers and financial institutions.
• Support monthly invoicing processes.
• Work with Client Services and Product departments.
• Maintain high attention to detail and adhere to workflows.

Required qualifications

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills.
• Exceptional organizational skills.
• Ability to manage competing priorities.
• Willingness to learn and adapt to new challenges.
• Extremely detail oriented.
• Willing to collaborate with various stakeholders.

Nice to have

• Experience in high-volume, detail-oriented environments

About the company

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