Operations Associate Specialist

Invisible Agency; Colombia; A distancia; COP 40.000.000 - 80.000.000; A tiempo parcial

Descripción de la vacante

A dynamic operations firm in Colombia is seeking an Operations Agent to manage data validation, conduct document reviews, and ensure seamless communications with servicers. The ideal candidate should have 1-3 years of experience, familiarity with the financial sector, and proficiency in Zendesk. This role demands strong organizational skills and attention to detail in a fast-paced environment. This position offers $5 hourly and requires working hours from 8am to 5pm ET.

Formación

• 1-3 years of experience in operations.
• Familiarity with financial services.
• Strong verbal and written communication skills.

Responsabilidades

• Validate employee loan information and documentation for accuracy.
• Conduct thorough reviews of submitted materials.
• Coordinate with loan servicers to resolve discrepancies.
• Support monthly invoicing processes.

Conocimientos

Data validation

Strong communication skills

Organizational skills

Attention to detail

Cross-team collaboration

Herramientas

Zendesk

Descripción del empleo

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 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

: 8am - 5pm ET