Loans & Distribution Specialist

We're seeking a dedicated individual with 2-3 years of experience in managing loans and distributions within the retirement plan landscape to join our Loans and Distribution team. You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture at The Finway Group.

What You'll Do

• Manage inflow of requests that come in overnight that are assigned to you
• Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors' websites to approve online requests and run reports when needed
• Answering and returning calls from recordkeepers, customers, participants but not limited to.
• Administrative work that includes a variety of reports, data entry, research, documentation review
• Ensuring timely and accurate processing of distributions and loans
• Resolving issues as they pertain to distribution and loan processing
• Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.
• Keep PensionPro, FT William, recordkeepers, ERISApedia current.

What We're Looking For

• Preferred minimum of 2-3 years of experience with retirement plan documents.
• Experience working in a high-volume processing environment.
• Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.
• General understanding of plan document language to ensure proper handling of requests
• Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.
• Outstanding verbal and written communication skills for top-notch customer service.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• A keen eye for detail, compliance, and accuracy.
• Self-starters and own their body of work.

About Us

The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans.

Build your career where expertise meets empathy. The Finway Group empowers professionals to grow, contribute, and make a lasting impact through meaningful work, continuous development, and a people-first culture.

Benefits

• People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
• Secure Future: Enjoy a 3% company contribution to your 401(k).
• Time to Recharge: Start with 18 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
• Path to Success: Be part of our rapid business growth with opportunities for career advancement.
• Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.

Pay Transparency

$45,000-$55,000

EEO Statement

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Suitability Statement

Any offer of employment is contingent upon the successful completion of a background check conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.

E-Verify Employer The Finway Group participates in E-Verify and complies with all federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider all qualified applicants without regard to protected characteristics.