Retirement Loan Team, Senior Specialist

ce that will be delivered to both the participant and plan sponsor. The Sr. Specialist is expected to be a subject matter expert in retirement plan loan processing and maintenance while providing consultative services to SRPS plan sponsors. Specifically, the position responsibilities include:

• Work directly with plan sponsors to bring loans current by creating customized actionable plans, including consulting on corrective methodologies.

• Research loan and payroll history to provide plan sponsors with resolution and accurate data.

• Effectively communicate with plan sponsors on the day-to-day plan needs (loan specific).

• Coordinate with internal business partners on participant and client requests to ensure timely completion.

• Work collaboratively within the organization and share best practices to meet and exceed client needs and expectation.

• Participate in new plan and merger conversion meetings, assisting with new client onboarding efforts.

What you have

• 3-5 years of experience in Qualified Retirement Plan Administration, ASPPA designation (QKA, QPA) preferred, but not required.

• A Client-First Attitude. At Schwab, we seek to view our business "Through Clients' Eyes."

• Flexibility and attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position.

• Communicate effectively and professionally with clients and various departments including comfortability presenting to clients and internal departments.

• Ability to work collaboratively with various departments to ensure that client deliverables are met timely and accurately.

• Creative thought process with a proven record of continuous process improvement ideas directly impacting the participant and client experience.

• Ability to exercise good judgment, knowing how and when to call on other resources.

• Outstanding time management skills, acute attention to detail, including exceptional organizational and analytical skills.

• College degree or equivalent work experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance