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Job Title: Loans & Distributions Specialist - FULLY REMOTE

Position Overview

We are seeking a detail-oriented and highly organized Loans & Distributions Specialist to join our growing team. This role is responsible for managing a high-volume workload of approximately 800+ annual distributions and loan transactions within a Third-Party Administration (TPA) environment. The ideal candidate has hands-on experience with retirement plans and a strong understanding of brokerage accounts, ensuring accuracy, compliance, and efficiency in all transactions.

Key Responsibilities

• Process and oversee participant distributions, rollovers, and loan requests in a timely and compliant manner
• Manage a workload of 800+ transactions annually, maintaining accuracy under volume
• Review documentation for completeness and compliance with plan provisions and regulatory requirements
• Coordinate with custodians, recordkeepers, and brokerage platforms to facilitate transactions
• Reconcile and track distribution and loan activity across multiple systems
• Ensure proper tax reporting and withholding requirements are met
• Communicate directly with clients, advisors, and internal teams to resolve discrepancies and provide status updates
• Maintain detailed records and audit trails for all processed transactions
• Assist with process improvements to increase efficiency and reduce errors

Qualifications

• 2–5+ years of experience in retirement plan administration, TPA operations, or financial services
• Demonstrated experience handling high-volume distributions and/or loan processing
• Strong familiarity with brokerage accounts and custodial platforms
• Knowledge of retirement plan rules (401(k), profit sharing, etc.) and IRS regulations
• High attention to detail with strong organizational and time-management skills
• Ability to prioritize workload and meet deadlines in a fast-paced environment
• Proficiency in Excel and financial systems; experience with recordkeeping platforms preferred
• Strong written and verbal communication skills

What We Offer

• Competitive base salary up to $70,000 (higher for exceptional candidates)
• Full medical benefits
• Unlimited PTO to support work-life balance
• Growth opportunities within a collaborative and supportive team
• Exposure to complex and high-impact retirement plan operations

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