Loans & Distributions Manager

🕒 Outubro 9

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $65.000 - $85.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 20%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 33 dias.
• As vagas desta empresa costumam ser preenchidas em 39 dias.
• 16 vagas abertas para uma equipe de 16 pessoas.

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Strongpoint Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤝 B2B

💸 Finanças

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners é uma plataforma de serviços financeiros em rápida expansão, habilitada por tecnologia, que oferece administração terceirizada de aposentadorias ("TPA"), registro, e soluções integradas de tecnologia para folha de pagamento e RH para pequenas e médias empresas. O conjunto de serviços da Strongpoint prioriza precisão, conformidade e redução de risco regulatório, tudo entregue por equipes locais de sucesso do cliente que entendem as nuances dos mercados que atendem. Composta por uma rede nacional de empresas líderes em estratégias e administração de aposentadorias, incluindo HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), e Retirement Planners and Administrators ("RPA"), a Strongpoint Partners combina uma paixão incessante por serviço e inovação com a experiência e expertise necessárias para tornar a aposentadoria viável para todos. Para mais informações, visite: www.strongpointpartners.com

Descrição

• Lead, coach, and develop the Loans and Distributions team, including hiring, onboarding, training, performance management, and ongoing professional development • Oversee daily processing of participant loan and distribution requests, assigning and balancing workloads to meet 24–48-hour processing targets • Monitor team productivity, accuracy, turnaround times, and performance, providing regular reporting and updates to leadership • Review and approve complex or high-risk transactions, including hardship withdrawals, QDROs, RMDs, and terminated-plan distributions • Serve as the primary escalation point for complex issues involving recordkeepers, clients, and plan participants • Build and maintain relationships with multiple recordkeepers • Develop and maintain operational procedures, checklists, and internal controls • Identify workflow, efficiency, process improvement, and automation opportunities • Oversee information accuracy and integrity in PensionPro, FT William, recordkeeper platforms, and ERISApedia • Stay informed about regulatory and legislative developments affecting retirement plan loans and distributions • Collaborate with Relationship Managers, Plan Administrators, and leadership to deliver client service and support fiduciary responsibilities • Provide hands-on transaction-processing and client or participant call support during high-volume periods • Perform additional duties and special projects as assigned

🎯 Requisitos

• Minimum of 5 years of experience processing retirement plan loans and distributions, including at least 2 years in a supervisory or team leadership role • Strong working knowledge of qualified retirement plan documents and applicable IRS and Department of Labor regulations governing loans, distributions, and tax withholding • Experience leading teams in high-volume processing environments with established service-level expectations and turnaround metrics • Ability to develop and implement efficient workflows, documented procedures, and quality-control processes • Experience with major retirement plan recordkeepers, including Empower, Voya, John Hancock, Principal, and Transamerica, is a plus • Familiarity with PensionPro, FT William, and ERISApedia preferred • Strong analytical and problem-solving skills • Excellent organizational and time-management skills • Demonstrated leadership abilities with a commitment to coaching, mentoring, and developing team members • Excellent written and verbal communication skills with a strong commitment to customer service • Proficiency in Microsoft Office applications, including Excel, Word, and Outlook • Ability to work collaboratively across departments while maintaining professionalism, confidentiality, and accountability

🏖️ Benefícios

• Flexible workplace with hybrid and remote options available for many roles • Flexible PTO, including flexible and unlimited options • Inclusive environment valuing diversity, collaboration, and respect • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours

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