Operations/Loan Specialist

2 weeks ago


Westlake Village, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a contract to hire employment opportunity for an Operations/Loan Specialist in the Financial Services industry, located in Westlake Village, California. You will be playing a critical role in managing customer credit applications, maintaining accurate records, and addressing customer inquiries.

Responsibilities:
• Accurately process customer credit applications in a timely manner
• Maintain and update customer credit records to ensure accuracy
• Respond to loan and withdrawal queries from clients, participants, and staff in a knowledgeable and proactive manner
• Conduct quality reviews of loan and withdrawal packages prior to dispatch to clients
• Monitor ongoing loans and distributions and execute necessary follow-ups
• Develop an understanding of pension plan documents to ascertain individual plan specifications
• Regularly review loans and withdrawals to ensure compliance and accuracy
• Conduct technical research to answer queries as necessary
• Identify opportunities for improving the loan and withdrawal process
• Maintain the accuracy and completeness of the Loan & Withdrawal (L& W) logs
• Provide backup to other teams as necessary to maintain smooth operations.• Minimum of 2 years experience in a similar role within the financial services industry
• Proficiency in ADP - Financial Services
• Experience with CRM systems
• Proficient in data processing techniques
• Familiarity with Epic Software
• Knowledge of ERP - Enterprise Resource Planning
• Ability to use About Time software
• Experience in auditing processes
• Skilled in check processing tasks
• Excellent communication skills
• Knowledge of compliance regulations in the financial services sector

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