Distribution and Loan Specialist (REMOTE)

Job Description

Networks Connect is conducting a search for a Distribution and Loan Specialist that will work remotely.

Responsibilities include but are not limited to:

  • Scan/Index retirement plan participant related distribution & loan forms as they are received following internal process
  • Review for actions needed on processed loan requests including obtaining/preparing of loan amortization schedule and/or promissory note
  • Review for actions needed on processed distributions from brokerage accounts including plan set-up and entering of final record in vendor system
  • Monitor internal reporting and prepare distribution packets for terminated plan participants
  • Other departmental duties as needed and assigned

 

Qualifications:

  • Proficient with Microsoft Office Suite
  • Proficient in using the internet
  • Excellent written, verbal, active listening and interpersonal skills required
  • Excellent organizational skills & task oriented
  • Acute attention to detail
  • Independently manage workload and prioritization of duties
  • Meeting internal and external deadlines
  • Commitment to excellence in providing a positive client experience
  • Ability to work efficiently in a fast paced environment
  • ASPPA or NIPA certificate or certification a plus, but not required.

Earnings

$50,000 - $60,000 salary

Location - Remote

Job Type

Full-time

Category

Financial Services

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