Loan Processor

Penfield, NY 14526

Posted: 02/09/2023 Industry: Professional clerical

Job Description

We are hiring for a Loan Processor! In this full-time opportunity, you’ll processes requests for loans and distributions enrollments and eligibility and vesting from 401(k) accounts. To be considered for this position, please have minimum of 2 year customer service experience with analytical/mathematical background and experience with Microsoft Word Excel. Does this describe you? Apply today!

Position Details:

  • Full time, contract
  • M-F schedule days
  • Reviews and processes lump sum and rollover distribution requests
  • Reviews and processes first level involuntary distribution of plan assets to participants
  • Researches the missed loan payment report to ensure timely and accurate repayments for participant loans.
  • Updates plans and enrollment changes in Retirement Services to ensure accuracy of the data.
  • Research and resolve basic projects requested by other 401(k) Operations
  • Competitive hourly rate

Job Requirements

  • AAS in Business preferred
  • 2-3 years of work experience or the equivalent combination of education and experience.
  • Analytical/mathematical background
  • US citizen or permanent resident status
  • Successful completion of a drug screen and background check


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1.800.655.8803 585.295.8553 1777 Penfield Road Penfield, NY 14526