Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Role Description:
Process Lead will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. This role will serve as a resource to assist in resolving processing issues when needed and will provide quality control for the team. Will work closely with internal and external clients to ensure that transactions are processed in a timely manner and exceptions are resolved as quickly as possible. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole.

Job Responsibilities:
- Timely and accurate processing of all disbursement types.
- Conduct quality review for all disbursement types.
- Reconcile 1099R records by researching and resolving all discrepancies on payouts including applicable state and federal tax withholding, fees, etc.




- Timely and accurate production and distribution of 1099R’s, RMD’s, death advantages, corrective distributions, and other cyclical events related to distribution processing.
- Ability to identify and solve external escalated issues/concerns
- Ability to resolve consultant or client requests as assigned.
- Collaborate with team members to continuously improve processes that enhance the ability to meet team goals and objectives. Drive changes to create efficiencies and reduce risk within specified functions.
- Aid and mentoring of other associates and act as first line of escalation for problematic issues.
- Continuously increase skill set on less familiar topics that have an influence on the department.
- Provide management reporting as required.
- Participate in projects as assigned by working in conjunction with leadership and resources from other business units.
- Assist with workload assignment across the team t

📌 Senior Team Lead, Loans (Hyderabad)
🏢 Ascensus
📍 Hyderabad