Loan & Distribution Specialist

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking a Loan & Distribution Specialist.  The Loan & Distribution Specialist is responsible for working on the team that processes participant loan & distributions from various investment provider partners.  This is a great opportunity for a motivated candidate who wants to gain experience in the qualified retirement plan industry. This individual must have strong organization skills, comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

This can be a remote or in-office position.

Job Responsibilities: 

• Apply ERISA distribution rules in determining eligibility and availability for loan/withdrawal
• Comfort level reading plan documents
• Prepare distribution and loan packages from start to finish, including vesting verifications
• Prepare Required Minimum Distributions packages at year end
• Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
• Answer phone calls and assist clients and advisors as needed.
• Update account managers, management, and plan sponsors as necessary on requests and progress
• Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
• Perform other duties as needed by team members
• Provide superior client service, responsiveness and communication

• Ability to work independently with management review and support
• High degree of organization and attention to detail
• Excellent time management and ability to work efficiently
• Ability to communicate effectively with clients, participants and recordkeepers
• Skill to use a personal computer and proficiency in MS Excel, Outlook and MS Word
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Ability to handle and resolve recurring problems
• Flexibility, adaptability and ability to multi-task
• Team player, collaborative, able to work with and through others
• Ability to utilize and keep current CRM software
• Organized individual able to set priorities, meet deadlines, and be detail-oriented
• Strong verbal and written communication skills internally and externally
• Ability to work well under pressure with multiple priorities and deadlines

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