Requirements
- •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
What You'll Do
- •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 internal departments including 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
Nice to Have
- •Experience in high-volume, detail-oriented environments
- •Extremely detail oriented, and willing to collaborate with various stakeholders
About Invisible Agency
Clients give us complex business problems and we become their operations, automation, and AI partner to deliver operational breakthroughs.
San Francisco, CA, US
250 - 500
IT Services