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Operations Associate, Freelance
Invisible Technologies. Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in reviewing and validating employee loan information for compliance, ensuring data integrity, and managing operational inquiries. Strong organizational and communication skills are essential for collaborating with stakeholders and supporting client success.
Highest-signal resume keywords
Data Integrity ManagementCompliance ReviewZendesk FamiliarityOrganizational SkillsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Documentation ReviewData ReconciliationOperational ComplianceInvoicing ProcessesDetail-Oriented Analysis
Soft Skills
Strong Communication SkillsExceptional Organizational SkillsAdaptabilityCollaboration
Tools & Technologies
Zendesk
Industry Keywords
Financial ServicesOperations SectorClient SuccessHigh-Volume Environments
About the role
Key responsibilities & impact- Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
- Ensure data integrity across systems.
- Review and confirm plan account details and associated documentation.
- Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
- Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
- Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
- Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
- Work closely with Client Services and Product to improve processes and support client success.
- Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
Requirements
What you’ll need- 1-3 years of experience within the operations sector.
- Familiarity within the financial services industry.
- Familiarity with Zendesk.
- Strong verbal and written communication skills for servicer outreach and documentation.
- Exceptional organizational skills and the ability to manage competing priorities.
- Willingness to learn, adapt to new challenges, and grow within the role.
- Experience in high-volume, detail-oriented environments is a plus.
- Extremely detail oriented, and willing to collaborate with various stakeholders.