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