Operations Associate Specialist

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

📋 Description

• Analyze and verify employee loan information and documentation for precision and adherence to program guidelines.

• Ensure the integrity of data across various systems.

• Review and validate plan account information and related documentation.

• Execute comprehensive evaluations of materials submitted by participants and employers against operational and compliance criteria.

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

• Collaborate with student loan servicers and financial institutions to rectify discrepancies, confirm payments, and uphold accurate account records.

• Assist with monthly invoicing procedures, reconciling data for precise billing and payment documentation.

• Work in partnership with Client Services and Product teams to enhance processes and foster client success.

• Uphold established workflows and quality benchmarks to achieve operational excellence.

⛳️ Requirements

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

• Knowledge of the financial services sector.

• Proficiency with Zendesk.

• Strong verbal and written communication abilities for outreach and documentation with service providers.

• Exceptional organizational skills and capability to handle competing priorities.

• Eagerness to learn, adapt to new challenges, and develop within the role.

• Experience in fast-paced, detail-oriented environments is advantageous.

• Highly detail-oriented, with a willingness to collaborate with diverse stakeholders.

• Availability to work from 8am to 5pm ET.

🏝️ Benefits

• Comprehensive health and wellness plans.

• Opportunities for professional growth and development.

• Flexible working hours.

• Collaborative and supportive work environment.