Senior Retirement Loan Consulting Lead

Charles Schwab Corporation; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Loan Consulting Manager within Plan Administration & Implementation (PAI) to lead complex retirement plan servicing and loan corrections for Defined Contribution plans. The role emphasizes independent problem solving, cross-team collaboration, and a client-first mindset.

Key responsibilities include consulting with sponsors to resolve delinquencies, guiding internal partners, and driving process improvements while ensuring ERISA compliance and high-quality

Qualifications

• Excellent verbal and written communication skills.
• Ability to independently resolve complex issues while managing cross-functional relationships.
• Experience coaching and mentoring peers and fostering a collaborative environment.
• Strong track record of practical process improvements that benefit clients.

Responsibilities

• Consult with plan sponsors to resolve loan delinquencies and develop actionable plans.
• Respond clearly to transactional inquiries and guide internal partners, participants, and plan sponsors.
• Support department initiatives, process improvements, and system implementations.
• Ensure compliance with ERISA requirements and maintain high-quality client service.

Skills

Communication

Issue resolution

Cross-functional collaboration

Coaching & mentoring

Process improvement

Microsoft Office

Education

College degree

Tools

Microsoft Office

Job description

Charles Schwab Corporation is seeking a Loan Consulting Manager within Plan Administration & Implementation (PAI) to lead complex retirement plan servicing and loan corrections for Defined Contribution plans. The role emphasizes independent problem solving, cross-team collaboration, and a client-first mindset.

Key responsibilities include consulting with sponsors to resolve delinquencies, guiding internal partners, and driving process improvements while ensuring ERISA compliance and high-quality