Financial Services Processor / Underwriter

Job Description

Job Description

Financial Services Processor / Underwriter (Remote)

Work Arrangement: Fully Remote

Pay Rate: $15.62/hr + Weekly Pay + Medical Benefits

Contract: 6 Months | Excellent Potential for Extension or Permanent Hire

Schedule: Full-Time | Monday–Friday

Schedule & Training Requirements

Initial 2-Month PAID Training Period:

• Must be available to start at 6:00 AM MST during training.
• Training requires daily attendance and consistent participation.
• Must be comfortable attending Zoom meetings and training with camera on .
• Candidates must be able to commit to the full initial training schedule without planned time off.

After Training:

• Candidates will be able to select a set schedule based on business needs.
• Must be available to work within the hours of 5:00 AM–6:00 PM MST, Monday–Friday .

About the Role

Our client is an accredited online university offering programs across a variety of industries. Their mission is to make quality higher education accessible while providing students with academic, financial, mental health, and career support.

They are seeking a detail-oriented Financial Services Processor to join their team.

This is a behind-the-scenes processing role . You will work with student files, financial aid documentation, and other information to determine financial aid eligibility and ensure funding is awarded and disbursed accurately.

This is NOT a student-facing/customer service position. The focus is on reviewing documents, processing files, performing calculations, following procedures, and meeting daily production goals.

Position Summary

The Financial Services Processor reports to the Financial Services Manager and is responsible for reviewing student financial aid documentation, determining eligibility, awarding appropriate funding, and ensuring financial aid is accurately processed.

The position will work with student documentation and systems to determine eligibility for Pell Grants, student loans, and other financial aid programs .

The successful candidate will be comfortable working with detailed information, following established procedures, completing repetitive processing work, meeting daily production goals, and researching information when additional clarification is needed.

Job Responsibilities

• Review and approve student documents according to established standard operating procedures.
• Review student financial aid files to determine accuracy, completeness, and eligibility.
• Award financial aid funding based on established policies and procedures.
• Review disbursement eligibility and ensure funding is processed accurately.
• Calculate excess funding to be disbursed to students.
• Calculate earned and unearned financial aid and initiate necessary refunds.
• Review student eligibility using the National Student Loan Database System (NSLDS).
• Review student eligibility using the Common Origination and Disbursement System (COD).
• Maintain working knowledge of Federal, State, and Institutional policies governing Title IV student aid programs.
• Research and resolve discrepancies by reviewing available resources, policies, procedures, and student documentation.
• Accurately enter and update information in applicable systems.
• Maintain accurate and complete student financial aid records and documentation .
• Follow all company policies, procedures, and quality standards .
• Meet established daily processing and productivity goals , including processing approximately 21 files per day after training .
• Maintain accuracy while working in a high-volume, deadline-driven environment .
• Adapt to changes in policies, procedures, and processes .
• Perform other duties as assigned.

Job Requirements

• High School Diploma or equivalent.
• 3+ years of experience in the financial industry, such as:
• Mortgage or Loan Officer
• Underwriter
• Financial Aid
• Loan Processing
• Financial Services Processing
• Banking/Financial Services
• Similar document-processing roles
• Experience working with financial documents, files, applications, or eligibility requirements .
• Strong critical thinking and problem-solving skills with the ability to dig deeper, ask the right questions, research information, and identify solutions.
• Strong process orientation and ability to consistently follow detailed procedures.
• Comfortable performing daily repetitive processing tasks while maintaining accuracy.
• Experience working independently and meeting daily deadlines and productivity goals .
• Ability to work quickly and accurately while processing a high volume of files .
• Ability to meet a daily production goal of approximately 21 files per day after training .
• Strong attention to detail when reviewing documents and entering information.
• Basic math skills and ability to perform simple financial calculations.
• Self-disciplined and self-motivated , with the ability to work independently in a remote environment.
• Must have a reliable home office, reliable internet connection, and limited distractions .
• Comfortable participating in Zoom meetings and training with camera on .
• Adaptable and coachable , with a willingness to learn new processes and procedures.
• Able to handle changes to policies, procedures, and processes .
• Strong organizational skills and ability to manage multiple files and competing priorities .
• Strong ability to follow written procedures and instructions .
• Interested in learning about Federal Financial Aid programs and regulations .
• Interest or previous experience working in an educational/financial aid environment is preferred.
• Must be able to make a full commitment to the initial two-month training period without time off or missed days.

Training Commitment – Important

The first two months include a structured training program. Candidates must be able to commit to daily attendance and participation throughout training.

The training schedule includes:

• 4 weeks of structured training
• 2 weeks of work/flexible   
• 4 additional weeks of training
• Training begins at 6:00 AM MST
• Camera-on participation is required for Zoom training and meetings.

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Title: Field Merchandiser with OLIPOP

Location: Denver, CO (Prefer candidates in Arapahoe or Douglas County)

Pay Rate: $21–$24 per hour (+ $250 Bonus after 2 months)

Schedule: Monday–Friday, standard business hours (approx. 8:00 AM – 5:00 PM)

Start Date: ASAP

Assignment Length: 3 Months

Work Type: 100% field-based (travel within the Denver market)

Please scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal.

About OLIPOP

OLIPOP is not your average soda. It’s a better-for-you brand on a mission to make your gut as happy as your taste buds. With nostalgic flavors, functional ingredients, and serious momentum across retailers nationwide, OLIPOP is redefining what it means to crack open a cold one.

This is your chance to be part of a brand that people are genuinely excited about, one that’s growing fast and showing up everywhere.

The Opportunity

We’re looking for a Field Merchandiser to bring OLIPOP to life across Denver-area retail locations. This is a highly active, on-the-move role where no two days look the same.

If you enjoy being out in the field, take pride in creating eye-catching displays, and like the idea of representing a product you actually believe in, this role is for you.

You’ll play a direct role in how customers discover OLIPOP in stores. From perfectly stocked shelves to standout displays, your work will have a real impact on brand visibility and sales.

What You’ll Do

Execute daily merchandising activities across assigned retail locations following established “Look of Success” standards
Keep shelves fully stocked, rotated, and visually optimized to maximize product visibility and sales
Support key retail account initiatives and ensure compliance with distribution and display standards
Build and maintain both mandated and incremental in-store displays
Complete up to 15 store visits per day, following assigned routes and priorities
Accurately document store visits, execution metrics, and account insights using CRM and reporting tools
Identify opportunities to improve product placement, expand distribution, and elevate in-store execution
Maintain merchandising assets and collaborate with field sales teams to ensure consistent brand representation

What Success Looks Like

You’ll know you’re crushing it in this role by:

Consistently executing merchandising standards across all accounts
Reducing out-of-stock situations and keeping shelves full
Maintaining accurate, timely reporting and CRM updates
Increasing product visibility, display quality, and overall distribution

What You Bring

1+ year of merchandising, retail, field sales, or CPG experience (beverage or distributor experience strongly preferred)
Experience working with large-format retailers or natural channel retailers is a plus
Valid driver’s license and reliable, insured personal vehicle with a clean driving record
Willingness to travel up to ~30 miles within the Denver market for daily store visits
Ability to lift up to 50 lbs., stand for extended periods, and stay active throughout the day
Strong organizational and communication skills with the ability to work independently and manage a daily route

Bonus Points If You Have

Experience with tools like Slack, Repsly, or CRM platforms
Comfort working in fast-paced retail environments and coordinating with multiple store teams

Additional Requirements

Must be 18 years of age or older
Employment is contingent upon successful completion of a Motor Vehicle Record (MVR) check

Why This Role Stands Out

Be part of a fast-growing, high-energy brand that people love
Get out from behind a desk and own your day in the field
Make a visible impact in stores every single day
Work with a product you’ll actually feel good about representing

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

Important Candidate Safety Notice

This position has been verified and officially approved by TCWGlobal.

Please be aware that fraudulent recruiters and fake job postings may attempt to impersonate legitimate companies online. For your protection:

• Only trust communication from verified TCWGlobal representatives
• Ensure a TCWGlobal recruiter is present on all official phone or video interviews
• TCWGlobal will never request payment, gift cards, cryptocurrency, or sensitive banking information during the hiring process
• Do not share sensitive personal information with unverified individuals or suspicious third parties

TCWGlobal is committed to protecting candidates and maintaining a safe, transparent, and professional hiring experience.

Company Description

Title: Field Merchandiser with OLIPOP\n\nLocation: Denver, CO (Prefer candidates in Arapahoe or Douglas County)\n\nPay Rate: $21–$24 per hour (+ $250 Bonus after 2 months)\n\nSchedule: Monday–Friday, standard business hours (approx. 8:00 AM – 5:00 PM)\n\nStart Date: ASAP\n\nAssignment Length: 3 Months\n\nWork Type: 100% field-based (travel within the Denver market)\n\nPlease scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal.\n\nAbout OLIPOP\n\nOLIPOP is not your average soda. It’s a better-for-you brand on a mission to make your gut as happy as your taste buds. With nostalgic flavors, functional ingredients, and serious momentum across retailers nationwide, OLIPOP is redefining what it means to crack open a cold one.\n\nThis is your chance to be part of a brand that people are genuinely excited about, one that’s growing fast and showing up everywhere.\n\n\n\nThe Opportunity\n\nWe’re looking for a Field Merchandiser to bring OLIPOP to life across Denver-area retail locations. This is a highly active, on-the-move role where no two days look the same.\n\nIf you enjoy being out in the field, take pride in creating eye-catching displays, and like the idea of representing a product you actually believe in, this role is for you.\n\nYou’ll play a direct role in how customers discover OLIPOP in stores. From perfectly stocked shelves to standout displays, your work will have a real impact on brand visibility and sales.\n\n\n\nWhat You’ll Do\n\nExecute daily merchandising activities across assigned retail locations following established “Look of Success” standards\nKeep shelves fully stocked, rotated, and visually optimized to maximize product visibility and sales\nSupport key retail account initiatives and ensure compliance with distribution and display standards\nBuild and maintain both mandated and incremental in-store displays\nComplete up to 15 store visits per day, following assigned routes and priorities\nAccurately document store visits, execution metrics, and account insights using CRM and reporting tools\nIdentify opportunities to improve product placement, expand distribution, and elevate in-store execution\nMaintain merchandising assets and collaborate with field sales teams to ensure consistent brand representation\n\n\nWhat Success Looks Like\n\nYou’ll know you’re crushing it in this role by:\n\nConsistently executing merchandising standards across all accounts\nReducing out-of-stock situations and keeping shelves full\nMaintaining accurate, timely reporting and CRM updates\nIncreasing product visibility, display quality, and overall distribution\n\n\nWhat You Bring\n\n1+ year of merchandising, retail, field sales, or CPG experience (beverage or distributor experience strongly preferred)\nExperience working with large-format retailers or natural channel retailers is a plus\nValid driver’s license and reliable, insured personal vehicle with a clean driving record\nWillingness to travel up to ~30 miles within the Denver market for daily store visits\nAbility to lift up to 50 lbs., stand for extended periods, and stay active throughout the day\nStrong organizational and communication skills with the ability to work independently and manage a daily route\n\n\nBonus Points If You Have\n\nExperience with tools like Slack, Repsly, or CRM platforms\nComfort working in fast-paced retail environments and coordinating with multiple store teams\n\n\nAdditional Requirements\n\nMust be 18 years of age or older\nEmployment is contingent upon successful completion of a Motor Vehicle Record (MVR) check\n\n\nWhy This Role Stands Out\n\nBe part of a fast-growing, high-energy brand that people love\nGet out from behind a desk and own your day in the field\nMake a visible impact in stores every single day\nWork with a product you’ll actually feel good about representing\n\n\nTCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.\n\nImportant Candidate Safety Notice\n\nThis position has been verified and officially approved by TCWGlobal.\n\nPlease be aware that fraudulent recruiters and fake job postings may attempt to impersonate legitimate companies online. For your protection:\n\n• Only trust communication from verified TCWGlobal representatives\n• Ensure a TCWGlobal recruiter is present on all official phone or video interviews\n• TCWGlobal will never request payment, gift cards, cryptocurrency, or sensitive banking information during the hiring process\n• Do not share sensitive personal information with unverified individuals or suspicious third parties\n\nTCWGlobal is committed to protecting candidates and maintaining a safe, transparent, and professional hiring experience.