Tech Stack

Description

You will manage data queues, review documentation, communicate with loan servicers, and collaborate with teams to ensure seamless operations and client satisfaction. This role requires attention to detail and the ability to handle competing priorities in a financial services environment.

Requirements

• 1-3 years of operations experience
• Familiarity with financial services industry
• Familiarity with Zendesk
• Strong verbal and written communication skills
• Exceptional organizational skills and ability to manage competing priorities

Responsibilities

• Review and validate employee loan information and documentation for accuracy and compliance
• Conduct thorough 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 to resolve discrepancies
• Support monthly invoicing processes and cross-team collaboration