Loan Processor

Penfield, NY 14526

Posted: 04/03/2025 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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About Penfield, NY

Discover your next career opportunity in beautiful Penfield, New York! Nestled in the heart of Monroe County, Penfield offers a perfect blend of small-town charm and big-city amenities. With easy access to stunning parks like Ellison Park and the historic Harris Whalen Park, residents enjoy a vibrant outdoor lifestyle. From sampling the famous Garbage Plate at Nick Tahou Hots to exploring local art at the Main Street Arts gallery, Penfield boasts a rich cultural scene. Join us in this thriving community, abundant with growth opportunities and unique experiences. Browse our job listings today and take the next step towards your dream career in Penfield!
1.800.655.8803 585.295.8553 1777 Penfield Road Penfield, NY 14526