Loans & Distributions Manager

🕒 il y a 17 jours

🇺🇸 États-Unis – Télétravail

💵 $65 000 - $85 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

👻 Score fantôme 20%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Strongpoint Partners

Site WebLinkedInTous les Emplois

51 - 200 employés

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners est une plateforme de services financiers en pleine expansion, soutenue par la technologie. Elle fournit des services d'administration de retraites tierce partie (« TPA »), de tenue de registres, ainsi que des solutions intégrées de paie et de technologie RH pour les petites et moyennes entreprises. La gamme de services de Strongpoint met l'accent sur la précision, la conformité et la réduction des risques réglementaires, le tout assuré par des équipes locales de réussite client qui comprennent les nuances des marchés qu'elles desservent. Composée d'un réseau d'entreprises de stratégie et d'administration de retraite de premier plan de côte à côte, y compris HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (« RSG ») et Retirement Planners and Administrators (« RPA »), Strongpoint Partners combine une passion sans relâche pour le service et l'innovation avec l'expérience et l'expertise requises pour que la retraite soit accessible à tous. Pour plus d'informations, veuillez visiter : www.strongpointpartners.com

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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