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Operations Associate Specialist
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. Proficient in collaborating with financial institutions and client services to enhance processes and support client success.
Highest-signal resume keywords
Data Integrity ManagementCompliance ReviewZendesk FamiliarityStrong Communication SkillsOrganizational Skills
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 Information ReviewDocumentation ValidationInvoicing ProcessesData ReconciliationDetail Orientation
Soft Skills
Exceptional Organizational SkillsAbility to Manage Competing PrioritiesWillingness to LearnCollaboration with Stakeholders
Tools & Technologies
Zendesk
Industry Keywords
Financial ServicesOperations SectorCompliance StandardsClient 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 against operational and compliance standards.
- Manage and respond to operations and support inbox inquiries, 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 for accurate billing and payment reporting.
- Collaborate with Client Services and Product to improve processes and support client success.
- Maintain established workflows and quality standards for 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.
- Availability to work 8am - 5pm ET.