Entry Level Loan Specialist

Job Summary

A company is looking for a Retirement Plan Loan & Distribution Specialist- Entry Level.

Key Responsibilities

• Review loan and distribution requests to ensure compliance with plan provisions and IRS regulations
• Process retirement plan loans, hardship withdrawals, and other distributions
• Communicate with plan participants, clients, and financial advisors to gather documentation and provide updates

Required Qualifications

• Bachelor's degree preferred
• Recent college graduates encouraged to apply; no prior industry experience required
• Strong organizational skills and attention to detail
• Proficiency with basic math and calculations
• Comfort working with computers and Microsoft Office applications