Operations Associate Specialist

This is a fully remote position, open to applicants in Costa Rica.

📋 Description

• Review and verify employee loan information and documentation to ensure accuracy and compliance with program guidelines.

• Ensure the integrity of data across various systems.

• Examine and validate plan account details along with relevant documentation.

• Perform comprehensive assessments of participant and employer-submitted materials to guarantee all data aligns with operational and compliance standards.

• Manage and address inquiries in the operations and support inbox, escalating issues as necessary.

• Collaborate with student loan servicers and financial institutions to resolve discrepancies, verify payments, and uphold precise account records.

• Assist with monthly invoicing processes, reconciling data to ensure accurate billing and payment documentation.

• Work closely with internal teams, including Client Services and Product, to enhance processes and facilitate client success.

• Maintain a strong attention to detail and follow established workflows to ensure consistent operational excellence.

⛳️ Requirements

• 1-3 years of experience in the operations field.

• Familiarity with the financial services sector.

• Experience with Zendesk is preferred.

• Strong verbal and written communication skills for engaging with servicers and documentation.

• Outstanding organizational abilities and the capability to handle multiple priorities effectively.

• A willingness to learn, adapt to new challenges, and grow in the role.

• Experience in high-volume, detail-oriented environments is advantageous.

• Highly detail-oriented and ready to collaborate with various stakeholders.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible working hours and a supportive work environment.