Operations Associate Specialist - Freelance Project
agency· Business & Professions
About this role
WHO ARE WE LOOKING FOR?
Overview
We are seeking a detail-oriented and proactive Operations Agent to join our team. 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.
WHAT WILL YOU BE DOING?
Day-to-day you will be expected to:
- Data Validation & Data Entry:
- 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.
- 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
Frequently Asked Questions
Is the salary disclosed for the Operations Associate Specialist - Freelance Project position at agency?
The salary for this Operations Associate Specialist - Freelance Project role at agency is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Operations Associate Specialist - Freelance Project position at agency located?
This Operations Associate Specialist - Freelance Project role at agency is based in Philippines. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Operations Associate Specialist - Freelance Project at agency belong to?
This Operations Associate Specialist - Freelance Project position is part of the Business & Professions department at agency. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Operations Associate Specialist - Freelance Project position at agency?
Click the "Apply Now" button on this page. You will be redirected to agency's official application portal hosted on greenhouse where you can submit your application directly.
When was the Operations Associate Specialist - Freelance Project job at agency posted?
This Operations Associate Specialist - Freelance Project position at agency was posted on Nov 13, 2025. Apply as soon as possible — early applications are often reviewed first.
Operations Associate Specialist - Freelance Project
agency
You'll be redirected to agency's official application page on Greenhouse.