Loans & Distributions Manager

🔥 21 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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