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Money Out Processor
AIGMoney Out Processor handling retirement and insurance disbursements for Corebridge Financial. Processing participant transactions, claims, and complex financial documents under product, plan, group, and IRS requirements.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in processing complex financial documents and managing multiple tasks in a fast-paced environment. Strong communication skills and the ability to develop relationships across teams are essential for success.
Highest-signal resume keywords
Financial Document ProcessingMicrosoft Office ProficiencyClerical ExperienceAnalytical Research SkillsEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Document ReviewLoan ProcessingQuality Review StandardsProduct and IRS Requirement InterpretationTyping SkillsSoftware Application LearningDual Monitor Usage
Soft Skills
Team CollaborationCommunication SkillsAdaptabilityProblem-SolvingContinuous Improvement Mindset
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesClaims ProcessingAdministrative SupportCustomer ServiceEfficiency Improvement
About the role
Key responsibilities & impact- Review and process complex financial documents
- Process loans, non-periodic distributions, periodic distributions, systematic withdrawals, and claim payouts
- Support the notice of death process
- Process requests while maintaining quality review and productivity standards
- Communicate accurately and professionally with advisors, participants, colleagues, and internal departments
- Interpret product, plan, group, and IRS requirements to process requests or determine whether requests are not in good order
- Develop working relationships across and outside the organization
- Share information and ideas with team members and management
- Support continuous improvement and increased efficiency
- Handle special projects as assigned
- Research and resolve escalated and high-priority situations using alternative approaches
- Work remotely with minimal supervision while maintaining high work standards
Requirements
What you’ll need- Ability to work successfully in a structured, fast-paced team environment
- Ability to manage multiple tasks simultaneously
- Excellent oral and written communication skills
- Advanced computer knowledge
- Proficiency with Microsoft Office
- Strong professional typing skills
- Ability to learn new software applications
- Openness to experimenting with digital tools
- Ability to use dual monitors
- Analytical and curious approach to research
- Availability to work overtime on short notice
- Minimum of 2 years of clerical or administrative experience
- High School Diploma or GED from an accredited institution required
- College degree preferred
Benefits
Comp & perks- Career progression program with training and development opportunities
- Pay-for-performance culture with additional recognition and bonuses
- Tools and equipment provided for remote work
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- Retirement benefits, including a U.S. 401(k) with dollar-for-dollar company matching up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the U.S. 401(k)
- Immediate vesting of company retirement contributions
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 paid time off (PTO) days for eligible employees
- Hybrid working policy