IRA Specialist / Savings Processor – Deposit Operations (Hybrid - Cleveland, OH) jobs in United States
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Third Federal · 17 hours ago

IRA Specialist / Savings Processor – Deposit Operations (Hybrid - Cleveland, OH)

positionCleveland, OH
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$20/hr - $26/hr

Third Federal is a leading lender of conventional home mortgages with a mission to help people achieve home ownership and financial security. The Retirement Specialist / Savings Processor will support customer service teams and external customers by providing guidance on IRA and savings transactions while ensuring accuracy and compliance.

BankingCreditFinanceFinancial ServicesLending
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Work & Life Balance

Responsibilities

Deliver exceptional customer service by assisting internal teams and customers with questions about retirement accounts, regulations, and IRS reporting
Maintain and support all IRA plan activities – including tracking documentation, processing daily mail, updating records, and monitoring transaction accuracy
Review daily account and transaction reports, identifying issues and making timely corrections
Participate in key annual and seasonal projects such as: Required Minimum Distributions, IRS reporting and corrections, Dormancy reviews, Federal and backup withholding, Systems testing and process improvements
Collaborate with teammates to support broader Deposit Operations responsibilities as needed

Qualification

IRA regulations experienceDeposit operations knowledgeMicrosoft ExcelMicrosoft WordCustomer service skillsVerbal communicationWritten communicationActive listeningTeam collaborationAttention to detailProblem-solving

Required

Previous IRA and deposit regulations experience
Minimum of a high school diploma or GED
A positive, customer‑focused mindset and a commitment to our core values of Love, Trust, Respect, Commitment to Excellence, and Fun
Strong verbal and written communication skills
Active listening skills and the ability to build strong internal and external relationships
Ability to work independently or as part of a team
Willingness to learn, adapt, and embrace feedback
High attention to detail with strong research and analytical skills
Ability to ask the right questions, solve problems, make sound decisions, and meet deadlines
Proficiency with Microsoft Excel, Word, Teams, and Outlook

Preferred

Prior teller or savings counselor experience (a plus)
Experience documenting procedures or conducting training (a plus)

Benefits

Competitive compensation packages
Medical, dental, vision, and more
401k match
11 Bank Holidays + vacation/sick time
Stock Ownership Allocation
Exceptional culture and value system
Strong work/life balance
Growth opportunities
Mortgage Discount Program
Education Reimbursement Program

Company

Third Federal

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Love. Trust. Respect. And a commitment to excellence.
dateFounded in 1938
location
Cleveland, Ohio, USA
people-size1001-5000 employees
web-link
https://www.thirdfederal.com/

Funding

Current Stage
Public Company
Total Funding
unknown
2007-04-23IPO

Leadership Team

A
Andrew Rubino
Chief Operating Officer
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Marc Stefanski
President

Recent News

MarketScreener
TFS Financial Reports Record $91 Million in Earnings for Fiscal Year 2025
2025-10-31
Morningstar.com
TFS Financial Corporation Declares Dividend and Announces Leadership Changes
2025-08-29
GlobeNewswire News Room
First Financial Corporation Declares Quarterly Dividend
2025-03-20
Company data provided by crunchbase