Loans & Distributions Manager, (TFG)

The role

You will lead the Loans and Distributions team by overseeing daily operations and participant request processing. You will manage team workloads, monitor performance, and maintain relationships with recordkeepers and internal stakeholders.

What you will do

• Lead, coach, and develop the Loans and Distributions team.
• Oversee daily processing of participant loan and distribution requests.
• Monitor team productivity, accuracy, and turnaround times.
• Review and approve complex or high-risk transactions.
• Serve as the primary escalation point for complex issues.
• Build and maintain relationships with recordkeepers.
• Develop and maintain operational procedures and internal controls.
• Identify opportunities to streamline workflows and improve efficiency.
• Oversee information integrity in PensionPro, FT William, recordkeeper platforms, and ERISApedia.
• Collaborate with Relationship Managers and Plan Administrators.

Required qualifications

• Minimum of 5 years of experience processing retirement plan loans and distributions.
• At least 2 years in a supervisory or team leadership role.
• Strong working knowledge of qualified retirement plan documents and applicable IRS and Department of Labor (DOL) regulations.
• Demonstrated experience leading teams in high-volume processing environments.
• Proven ability to develop and implement efficient workflows and quality-control processes.
• Strong analytical and problem-solving skills.
• Excellent organizational and time-management skills.
• Demonstrated leadership abilities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
• Ability to work collaboratively across departments.

Nice to have

• Experience working with major retirement plan recordkeepers, including Empower, Voya, John Hancock, Principal, and Transamerica
• Familiarity with PensionPro, FT William, and ERISApedia

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.

About the company

The Finway Group (TFG) is a national retirement plan services firm headquartered in Des Moines, Iowa. It is a Strongpoint Partner.