Operations Associate Specialist - Freelance Project

Summary: Invisible Technologies is seeking a detail-oriented and proactive Operations Agent to join their team. The role involves managing and validating data queues, reviewing documentation, communicating with loan servicers, and collaborating with client teams to ensure seamless operations and client satisfaction. Responsibilities: - 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 - Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards - Manage and respond to inquiries in the operations and support inbox, escalating issues as needed - Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records - Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting - Work closely with internal departments including Client Services, and Product to improve processes and support client success - Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence Required Qualifications: - 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 Required Skills: Operations, Financial Services, Zendesk, Data Validation, Data Entry, Invoicing