**Your opportunity** At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The goal of Operational Services, within Plan Administration & Implementation (PAI), is to meet the needs of **Retirement Plan Services** by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a **Senior Specialist** within PAI is responsible for accurately executing high volume processing of participant loans, researching historical activity, maintaining relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law. You will be expected to manage high volumes of **loan processing transactions** and completion of other requests received from internal partners. Position responsibilities include queue oversight, researching, and responding to internal partner requests, maintaining quality control and procedures, creating process improvements, and performing audit fulfillment to meet key deliverables while exceeding client and participant expectations. **What you have** To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. **Required Qualifications** + Strong attention to detail + Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors + Ability to communicate effectively and professionally with various departments + Advanced knowledge of Microsoft Excel, Word and Access Database + Creative thought process focusing on continuous process improvement + Ability to interpret client and participant needs + Exceptional organizational, analytical and time management skills. + College degree or equivalent work experience **Preferred Qualifications:** + Retirement industry knowledge and ASPPA designation. + Familiarity with IRS Form 1099-R and Banking logistics. + In-depth knowledge of regulations and plan design which governs processes such as 401(k) loans. **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 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.