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Distribution and Loan Specialist

The Benefit Advantage

in Remote / West Bloomfield MI

Logo for The Benefit Advantage

Details:  The Benefit Advantage, Inc. (TBA) is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients. 

Responsibilities include but are not limited to:

  • Scan/Index retirement plan participant related distribution & loan forms as they are received following internal process
  • Review for actions needed on processed loan requests including obtaining/preparing of loan amortization schedule and/or promissory note 
  • Review for actions needed on processed distributions from brokerage accounts including plan set-up and entering of final record in vendor system
  • Monitor internal reporting and prepare distribution packets for terminated plan participants
  • Other departmental duties as needed and assigned


  • Proficient with Microsoft Office Suite
  • Proficient in using the internet
  • Excellent written, verbal, active listening and interpersonal skills required
  • Excellent organizational skills & task oriented
  • Acute attention to detail
  • Independently manage workload and prioritization of duties
  • Meeting internal and external deadlines
  • Commitment to excellence in providing a positive client experience
  • Ability to work efficiently in a fast paced environment
  • ASPPA or NIPA certificate or certification a plus, but not required.


  • Health Insurance
  • Life Insurance
  • 401(k) & Cash Balance Plan
  • Personal/Vacation and Flex Time
  • Competitive Compensation based on level of experience

How to Apply

Email your resume to: 

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