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Loan and Distribution Clerk

PenSys, Inc.

in Roseville CA

PenSys is currently interviewing in search of an experienced Loan and Distribution clerk – immediate opening – position is in-office only – not a remote opportunity.

Among the duties and responsibilities is the processing of loan and distribution paperwork for Qualified Retirement plans including regular loans and distributions as well as RMD’s, hardships and other related tasks including updating participants, plan sponsors and administrative consultants.

Qualifications

  • Minimum 1 year experience in loan and/or distribution processing.
  • Bachelor’s Degree, bilingual abilities a plus.
  • Working knowledge and ability to grasp concepts of reading, reviewing and understanding plan documents.
  • Ability to interact via telephone and internet with participants, plan sponsors and vendors.
  • Attention to detail and ability to multi task.

How to Apply

Apply by email to:  bparks@pensysinc.com


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