Operations Associate Specialist

About the Position

We are seeking a detail-oriented and proactive Operations Associate Specialist to join our team for a freelance project in Costa Rica. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

Responsibilities

• Data Validation & Data Entry: Ensure accuracy and integrity of data.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.

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.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate

$5 hourly

Hours

8am - 5pm ET

We Offer

• Flexible freelance project
• Opportunity to work in a dynamic and growing company
• Competitive hourly rate

About the Company

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