Operations Associate Specialist - Freelance Project

Operations Associate Specialist – Freelance Project

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

Responsibilities

• Data Validation & Data Entry: Review and validate employee loan information and documentation for accuracy and compliance with program requirements. Ensure data integrity across systems. Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer‑submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate wi...