Remote Loan and Withdrawal Specialist

Location: California

Compensation: To Be Discussed

Staff Reviewed: Tue, Jul 20, 2021

This job expires in: 23 days

Job Category: Education

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Education Level: Bachelors

Job Summary

A financial services company needs applicants for an opening for a Remote Loan and Withdrawal Specialist.

Must be able to:

  • Protect, secure, and provide proper handling of all confidential data
  • Review loan, vested benefits, refund packages and Required Minimum Distribution calculations
  • Calculate vested benefits for Cash Balance Plans.

Applicants must meet the following qualifications:

  • 1 year of experience in processing loans and withdrawals for Defined Contribution and Cash Balance Plans
  • Actuarial experience with strong math skills
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Ability to communicate technical concepts
  • Must be able to work on a computer at least 8 hours per day
  • Ability to communicate technical concepts

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