Loans & Distributions Manager

Strongpoint Partners

. Lead, coach, and develop the Loans and Distributions team, including hiring, onboarding, training, performance management, and ongoing professional development .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing retirement plan loans and distributions, with a strong focus on regulatory compliance and operational efficiency. Proven leadership in team development, workflow optimization, and client service within high-volume environments.

Highest-signal resume keywords

Retirement Plan Loans And Distributions ProcessingTeam Leadership And DevelopmentRegulatory Compliance KnowledgeWorkflow Optimization And Quality ControlClient Service And Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan Document KnowledgeIRS And Department Of Labor RegulationsTransaction ProcessingAnalytical And Problem-Solving SkillsMicrosoft Office Proficiency

Soft Skills

Organizational SkillsTime ManagementWritten And Verbal CommunicationCoaching And MentoringCollaboration

Tools & Technologies

PensionProFT WilliamERISApediaEmpowerVoyaJohn HancockPrincipalTransamerica

Industry Keywords

Fiduciary ResponsibilitiesService-Level ExpectationsHigh-Volume ProcessingPerformance ManagementOperational Procedures

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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